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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 | $4,831 | $150,346-96.8% | $120,524-96.0% | $145,877-96.7% |
| Participation rate | 33.3% | 78.8%-45.5pp | 71.9%-38.6pp | 80.3%-47.0pp |
| Annual return | 9.71% | 154.40%-144.7pp | 107.36%-97.7pp | 551.28%-541.6pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $720 | $6,172-88.3% | $4,994-85.6% | $6,691-89.2% |
| Admin fee / account holder | $94 | $12,215-99.2% | $9,440-99.0% | $13,402-99.3% |