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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 | $162,136-98.2% | $152,301-98.1% | $154,746-98.1% |
| Participation rate | 44.4% | 84.1%-39.7pp | 82.4%-38.0pp | 80.7%-36.3pp |
| Annual return | 30.47% | 91.02%-60.6pp | 80.50%-50.0pp | 172.34%-141.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $749 | $8,341-91.0% | $8,004-90.6% | $6,730-88.9% |
| Admin fee / account holder | $2 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |