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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 | $1,969 | $118,708-98.3% | $98,920-98.0% | $158,982-98.8% |
| Participation rate | 40.0% | 77.8%-37.8pp | 76.0%-36.0pp | 82.0%-42.0pp |
| Annual return | 23.67% | 372.49%-348.8pp | 196.47%-172.8pp | 302.99%-279.3pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $342 | $5,089-93.3% | $4,245-91.9% | $5,983-94.3% |
| Admin fee / account holder | $192 | $10,134-98.1% | $6,643-97.1% | $11,252-98.3% |