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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 | $1,218 | $106,267-98.9% | $96,520-98.7% | $139,456-99.1% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 48.62% | 38.45%+10.2pp | 35.72%+12.9pp | 373.45%-324.8pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $463 | $5,454-91.5% | $4,879-90.5% | $6,711-93.1% |
| Admin fee / account holder | $285 | $7,882-96.4% | $6,733-95.8% | $11,407-97.5% |