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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 | $2,669 | $89,370-97.0% | $141,197-98.1% | $72,976-96.3% |
| Participation rate | 17.1% | 75.1%-58.0pp | 82.5%-65.3pp | 69.5%-52.3pp |
| Annual return | 40.36% | 111.88%-71.5pp | 71.41%-31.0pp | 81.02%-40.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $293 | $5,419-94.6% | $6,710-95.6% | $3,608-91.9% |
| Admin fee / account holder | $31 | $5,957-99.5% | $10,265-99.7% | $5,124-99.4% |