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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 | $4,483 | $175,231-97.4% | $149,696-97.0% | $139,466-96.8% |
| Participation rate | 4.5% | 83.4%-78.8pp | 78.8%-74.2pp | 80.3%-75.8pp |
| Annual return | 111.95% | 166.77%-54.8pp | 134.46%-22.5pp | 373.66%-261.7pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $353 | $6,521-94.6% | $5,682-93.8% | $6,712-94.7% |
| Admin fee / account holder | $10 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |