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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 | $2,959 | $196,972-98.5% | $182,262-98.4% | $198,609-98.5% |
| Participation rate | 44.4% | 85.7%-41.3pp | 84.2%-39.8pp | 82.4%-37.9pp |
| Annual return | 30.47% | 158.27%-127.8pp | 140.60%-110.1pp | 202.70%-172.2pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $749 | $8,643-91.3% | $8,276-90.9% | $6,977-89.3% |
| Admin fee / account holder | $2 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |