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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 | $2,958 | $127,790-97.7% | $106,555-97.2% | $167,536-98.2% |
| Participation rate | 39.1% | 78.3%-39.1pp | 76.1%-37.0pp | 82.1%-43.0pp |
| Annual return | 10.36% | 33.88%-23.5pp | 26.80%-16.4pp | 478.82%-468.5pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,819-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $462 | $5,088-90.9% | $4,399-89.5% | $6,342-92.7% |
| Admin fee / account holder | $284 | $11,229-97.5% | $7,408-96.2% | $12,315-97.7% |