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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 | $70,366-97.9% | $66,674-97.8% | $138,895-98.9% |
| Participation rate | 34.8% | 76.2%-41.4pp | 73.7%-38.9pp | 79.9%-45.1pp |
| Annual return | 19.13% | 386.41%-367.3pp | 321.24%-302.1pp | 145.39%-126.3pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $177 | $4,374-96.0% | $4,084-95.7% | $6,396-97.2% |
| Admin fee / account holder | $189 | $5,262-96.4% | $5,098-96.3% | $12,562-98.5% |