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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 | $4,494 | $95,406-95.3% | $185,849-97.6% | $85,847-94.8% |
| Participation rate | 27.5% | 68.8%-41.3pp | 81.7%-54.3pp | 69.3%-41.9pp |
| Annual return | 23.82% | 23.59%+0.2pp | 122.10%-98.3pp | 318.61%-294.8pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $347 | $3,424-89.9% | $5,569-93.8% | $3,952-91.2% |
| Admin fee / account holder | $50 | $7,214-99.3% | $16,244-99.7% | $6,261-99.2% |