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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 | $1,554 | $202,440-99.2% | $169,390-99.1% | $139,466-98.9% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.2%-17.2pp | 80.3%-20.3pp |
| Annual return | 34.39% | 532.36%-498.0pp | 406.07%-371.7pp | 373.66%-339.3pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $933 | $6,940-86.6% | $6,222-85.0% | $6,712-86.1% |
| Admin fee / account holder | $5 | $10,722-100.0% | $9,015-99.9% | $11,409-100.0% |