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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 | $3,533 | $99,994-96.5% | $146,647-97.6% | $85,851-95.9% |
| Participation rate | 40.5% | 73.1%-32.5pp | 80.1%-39.5pp | 69.3%-28.8pp |
| Annual return | 15.47% | 18.93%-3.5pp | 22.75%-7.3pp | 318.63%-303.2pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $774 | $4,006-80.7% | $5,506-85.9% | $3,952-80.4% |
| Admin fee / account holder | $17 | $7,703-99.8% | $10,281-99.8% | $6,261-99.7% |