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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 | $4,395 | $30,437-85.6% | $56,033-92.2% | $74,459-94.1% |
| Participation rate | 9.7% | 32.9%-23.2pp | 52.5%-42.8pp | 67.2%-57.5pp |
| Annual return | 12.49% | 24.96%-12.5pp | 1711.38%-1698.9pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $151 | $1,176-87.2% | $1,954-92.3% | $4,350-96.5% |
| Admin fee / account holder | $23 | $2,363-99.0% | $2,827-99.2% | $1,945-98.8% |