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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 | $1,397 | $125,193-98.9% | $105,591-98.7% | $145,978-99.0% |
| Participation rate | 30.0% | 77.6%-47.6pp | 75.3%-45.3pp | 80.3%-50.3pp |
| Annual return | 12.79% | 225.53%-212.7pp | 116.43%-103.6pp | 550.52%-537.7pp |
| Employer contribution / active EE | $0 | $3,718-100.0% | $3,166-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $170 | $5,708-97.0% | $5,008-96.6% | $6,690-97.5% |
| Admin fee / account holder | $0 | $17,277-100.0% | $11,024-100.0% | $13,400-100.0% |