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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 | $3,989 | $84,236-95.3% | $170,435-97.7% | $70,126-94.3% |
| Participation rate | 20.0% | 70.8%-50.8pp | 83.6%-63.6pp | 69.5%-49.5pp |
| Annual return | 29.98% | 23.06%+6.9pp | 205.94%-176.0pp | 73.15%-43.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $601 | $3,086-80.5% | $4,939-87.8% | $3,332-82.0% |
| Admin fee / account holder | $13 | $5,698-99.8% | $13,881-99.9% | $4,645-99.7% |