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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 | $1,468 | $72,071-98.0% | $68,368-97.9% | $137,256-98.9% |
| Participation rate | 34.8% | 76.2%-41.5pp | 73.8%-39.0pp | 80.0%-45.2pp |
| Annual return | 19.13% | 353.14%-334.0pp | 292.57%-273.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $177 | $4,410-96.0% | $4,123-95.7% | $6,407-97.2% |
| Admin fee / account holder | $189 | $5,336-96.4% | $5,150-96.3% | $12,270-98.5% |