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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 | $2,921 | $111,787-97.4% | $93,681-96.9% | $145,978-98.0% |
| Participation rate | 14.3% | 74.2%-59.9pp | 68.7%-54.4pp | 80.3%-66.0pp |
| Annual return | 8.76% | 203.52%-194.8pp | 133.47%-124.7pp | 550.52%-541.8pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $240 | $4,918-95.1% | $4,415-94.6% | $6,690-96.4% |
| Admin fee / account holder | $84 | $10,256-99.2% | $8,290-99.0% | $13,400-99.4% |