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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 | $2,496 | $97,125-97.4% | $86,233-97.1% | $137,256-98.2% |
| Participation rate | 22.2% | 74.2%-52.0pp | 69.0%-46.8pp | 80.0%-57.7pp |
| Annual return | 36.63% | 74.19%-37.6pp | 61.39%-24.8pp | 220.34%-183.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $307 | $5,180-94.1% | $4,559-93.3% | $6,407-95.2% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |