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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 | $1,501 | $111,814-98.7% | $103,378-98.5% | $145,978-99.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 49.75% | 24.80%+24.9pp | 24.91%+24.8pp | 550.52%-500.8pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $817 | $5,618-85.5% | $5,058-83.9% | $6,690-87.8% |
| Admin fee / account holder | $220 | $9,764-97.8% | $8,401-97.4% | $13,400-98.4% |