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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 | $1,875 | $162,529-98.8% | $130,788-98.6% | $154,746-98.8% |
| Participation rate | 16.7% | 75.9%-59.2pp | 70.1%-53.4pp | 80.7%-64.0pp |
| Annual return | 17.62% | 510.48%-492.9pp | 386.44%-368.8pp | 172.34%-154.7pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $46 | $4,808-99.1% | $4,137-98.9% | $6,730-99.3% |
| Admin fee / account holder | $7 | $7,669-99.9% | $6,673-99.9% | $14,365-100.0% |