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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 | $1,119 | $72,071-98.4% | $68,368-98.4% | $137,256-99.2% |
| Participation rate | 27.3% | 76.2%-49.0pp | 73.8%-46.5pp | 80.0%-52.7pp |
| Annual return | 26.84% | 353.14%-326.3pp | 292.57%-265.7pp | 220.34%-193.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $215 | $4,410-95.1% | $4,123-94.8% | $6,407-96.6% |
| Admin fee / account holder | $184 | $5,336-96.5% | $5,150-96.4% | $12,270-98.5% |