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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 | $10,592 | $105,856-90.0% | $90,161-88.3% | $147,586-92.8% |
| Participation rate | 14.3% | 79.7%-65.4pp | 76.9%-62.6pp | 82.8%-68.5pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.89%-34.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,441 | $5,733-74.9% | $5,287-72.8% | $5,439-73.5% |
| Admin fee / account holder | $6 | $8,046-99.9% | $5,943-99.9% | $10,886-99.9% |