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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 | $1,035 | $180,749-99.4% | $160,784-99.4% | $137,256-99.2% |
| Participation rate | 42.9% | 80.0%-37.1pp | 77.0%-34.1pp | 80.0%-37.1pp |
| Annual return | 20.76% | 2234.46%-2213.7pp | 1803.92%-1783.2pp | 220.34%-199.6pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $207 | $6,844-97.0% | $6,293-96.7% | $6,407-96.8% |
| Admin fee / account holder | $123 | $10,397-98.8% | $9,717-98.7% | $12,270-99.0% |