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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 | $1,141 | $70,366-98.4% | $66,674-98.3% | $138,895-99.2% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 17.11% | 386.41%-369.3pp | 321.24%-304.1pp | 145.39%-128.3pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $20 | $4,374-99.6% | $4,084-99.5% | $6,396-99.7% |
| Admin fee / account holder | $19 | $5,262-99.6% | $5,098-99.6% | $12,562-99.8% |