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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,149 | $107,353-98.0% | $92,903-97.7% | $152,885-98.6% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.5%-42.5pp |
| Annual return | 30.69% | 145.62%-114.9pp | 109.43%-78.7pp | 345.39%-314.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $332 | $4,848-93.1% | $4,238-92.2% | $5,851-94.3% |
| Admin fee / account holder | $7 | $7,081-99.9% | $5,795-99.9% | $11,598-99.9% |