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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 | $2,857 | $85,171-96.6% | $172,753-98.3% | $72,976-96.1% |
| Participation rate | 34.6% | 70.1%-35.4pp | 82.6%-48.0pp | 69.5%-34.9pp |
| Annual return | 31.33% | 27.32%+4.0pp | 803.00%-771.7pp | 81.02%-49.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $530 | $3,260-83.8% | $5,198-89.8% | $3,608-85.3% |
| Admin fee / account holder | $90 | $5,880-98.5% | $13,956-99.4% | $5,124-98.2% |