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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 | $7,453 | $150,346-95.0% | $120,524-93.8% | $145,877-94.9% |
| Participation rate | 33.3% | 78.8%-45.5pp | 71.9%-38.6pp | 80.3%-47.0pp |
| Annual return | 11.07% | 154.40%-143.3pp | 107.36%-96.3pp | 551.28%-540.2pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $575 | $6,172-90.7% | $4,994-88.5% | $6,691-91.4% |
| Admin fee / account holder | $28 | $12,215-99.8% | $9,440-99.7% | $13,402-99.8% |