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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 | $4,416 | $90,691-95.1% | $76,119-94.2% | $145,884-97.0% |
| Participation rate | 20.0% | 74.5%-54.5pp | 69.1%-49.1pp | 80.3%-60.3pp |
| Annual return | 14.98% | 624.52%-609.5pp | 361.25%-346.3pp | 551.85%-536.9pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $69 | $5,167-98.7% | $4,259-98.4% | $6,690-99.0% |
| Admin fee / account holder | $40 | $8,383-99.5% | $6,421-99.4% | $13,392-99.7% |