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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 | $4,076 | $103,393-96.1% | $87,103-95.3% | $152,909-97.3% |
| Participation rate | 36.4% | 79.4%-43.0pp | 76.9%-40.5pp | 82.5%-46.1pp |
| Annual return | 30.87% | 28.10%+2.8pp | 28.19%+2.7pp | 345.46%-314.6pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $710 | $4,778-85.1% | $4,049-82.5% | $5,851-87.9% |
| Admin fee / account holder | $31 | $12,195-99.7% | $7,491-99.6% | $11,601-99.7% |