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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 | $3,388 | $58,234-94.2% | $81,783-95.9% | $80,874-95.8% |
| Participation rate | 21.6% | 63.4%-41.8pp | 72.4%-50.7pp | 67.6%-46.0pp |
| Annual return | 14.05% | 41.70%-27.7pp | 775.05%-761.0pp | 35.62%-21.6pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $397 | $3,283-87.9% | $4,320-90.8% | $4,297-90.8% |
| Admin fee / account holder | $60 | $4,982-98.8% | $7,380-99.2% | $6,935-99.1% |