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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 | $1,514 | $118,877-98.7% | $96,570-98.4% | $167,536-99.1% |
| Participation rate | 10.0% | 75.5%-65.5pp | 69.8%-59.8pp | 82.1%-72.1pp |
| Annual return | 15.03% | 50.50%-35.5pp | 37.79%-22.8pp | 478.82%-463.8pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $89 | $4,617-98.1% | $3,849-97.7% | $6,342-98.6% |
| Admin fee / account holder | $4 | $8,069-100.0% | $6,182-99.9% | $12,315-100.0% |