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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 | $4,146 | $176,077-97.6% | $159,455-97.4% | $167,518-97.5% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 116.11% | 331.83%-215.7pp | 263.63%-147.5pp | 478.71%-362.6pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,781 | $7,751-77.0% | $7,353-75.8% | $6,342-71.9% |
| Admin fee / account holder | $88 | $12,556-99.3% | $10,800-99.2% | $12,312-99.3% |