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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 | $2,792 | $95,406-97.1% | $185,849-98.5% | $85,847-96.7% |
| Participation rate | 27.8% | 68.8%-41.0pp | 81.7%-53.9pp | 69.3%-41.5pp |
| Annual return | 15.33% | 23.59%-8.3pp | 122.10%-106.8pp | 318.61%-303.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $515 | $3,424-85.0% | $5,569-90.8% | $3,952-87.0% |
| Admin fee / account holder | $172 | $7,214-97.6% | $16,244-98.9% | $6,261-97.3% |