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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 | $1,301 | $182,823-99.3% | $161,596-99.2% | $198,609-99.3% |
| Participation rate | 40.0% | 81.5%-41.5pp | 80.7%-40.7pp | 82.4%-42.4pp |
| Annual return | 7.29% | 484.64%-477.4pp | 389.92%-382.6pp | 202.70%-195.4pp |
| Employer contribution / active EE | $0 | $4,109-100.0% | $3,977-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $76 | $7,056-98.9% | $6,750-98.9% | $6,977-98.9% |
| Admin fee / account holder | $10 | $15,687-99.9% | $13,161-99.9% | $19,030-100.0% |