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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 | $4,162 | $90,614-95.4% | $76,089-94.5% | $145,877-97.1% |
| Participation rate | 11.1% | 74.5%-63.4pp | 69.1%-58.0pp | 80.3%-69.2pp |
| Annual return | 18.64% | 623.80%-605.2pp | 360.94%-342.3pp | 551.28%-532.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $218 | $5,168-95.8% | $4,259-94.9% | $6,691-96.7% |
| Admin fee / account holder | $14 | $8,376-99.8% | $6,418-99.8% | $13,402-99.9% |