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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 | $150,207-96.8% | $120,380-96.0% | $145,978-96.7% |
| Participation rate | 33.3% | 78.8%-45.4pp | 71.9%-38.6pp | 80.3%-47.0pp |
| Annual return | 9.71% | 154.28%-144.6pp | 107.28%-97.6pp | 550.52%-540.8pp |
| Employer contribution / active EE | $0 | $4,351-100.0% | $3,465-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $720 | $6,175-88.3% | $4,992-85.6% | $6,690-89.2% |
| Admin fee / account holder | $94 | $12,203-99.2% | $9,421-99.0% | $13,400-99.3% |