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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 | $3,819 | $115,796-96.7% | $101,264-96.2% | $158,950-97.6% |
| Participation rate | 26.3% | 79.4%-53.1pp | 75.8%-49.5pp | 82.0%-55.6pp |
| Annual return | 19.34% | 56.15%-36.8pp | 46.48%-27.1pp | 302.91%-283.6pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $31 | $4,958-99.4% | $4,370-99.3% | $5,983-99.5% |
| Admin fee / account holder | $22 | $7,247-99.7% | $5,947-99.6% | $11,248-99.8% |