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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 | $1,118 | $77,638-98.6% | $156,551-99.3% | $62,881-98.2% |
| Participation rate | 23.1% | 71.2%-48.1pp | 84.0%-60.9pp | 69.3%-46.2pp |
| Annual return | 19.94% | 50.33%-30.4pp | 32.23%-12.3pp | 20.14%-0.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $204 | $3,046-93.3% | $4,871-95.8% | $3,203-93.6% |
| Admin fee / account holder | $128 | $5,561-97.7% | $13,028-99.0% | $4,296-97.0% |