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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 | $1,693 | $227,633-99.3% | $189,597-99.1% | $167,553-99.0% |
| Participation rate | 12.5% | 82.5%-70.0pp | 78.4%-65.9pp | 82.1%-69.6pp |
| Annual return | 16.49% | 78.45%-62.0pp | 64.20%-47.7pp | 478.89%-462.4pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,412-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $329 | $7,003-95.3% | $6,174-94.7% | $6,343-94.8% |
| Admin fee / account holder | $5 | $11,879-100.0% | $9,807-99.9% | $12,316-100.0% |