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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 | $4,008 | $96,678-95.9% | $86,640-95.4% | $139,466-97.1% |
| Participation rate | 16.7% | 74.4%-57.7pp | 71.7%-55.0pp | 80.3%-63.7pp |
| Annual return | 30.82% | 106.69%-75.9pp | 592.52%-561.7pp | 373.66%-342.8pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $327 | $4,837-93.2% | $4,438-92.6% | $6,712-95.1% |
| Admin fee / account holder | $11 | $6,410-99.8% | $5,616-99.8% | $11,409-99.9% |