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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 | $4,429 | $110,093-96.0% | $97,295-95.4% | $145,897-97.0% |
| Participation rate | 66.7% | 75.9%-9.2pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 9.57% | 244.76%-235.2pp | 75.62%-66.0pp | 552.29%-542.7pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $29 | $4,678-99.4% | $4,264-99.3% | $6,689-99.6% |
| Admin fee / account holder | $52 | $6,212-99.2% | $5,646-99.1% | $13,390-99.6% |