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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 | $1,273 | $110,278-98.8% | $95,740-98.7% | $139,466-99.1% |
| Participation rate | 57.1% | 75.7%-18.6pp | 72.3%-15.1pp | 80.3%-23.2pp |
| Annual return | 23.31% | 27.19%-3.9pp | 28.41%-5.1pp | 373.66%-350.4pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $432 | $4,674-90.8% | $4,244-89.8% | $6,712-93.6% |
| Admin fee / account holder | $20 | $6,613-99.7% | $5,676-99.7% | $11,409-99.8% |