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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 | $4,286 | $85,171-95.0% | $172,752-97.5% | $72,975-94.1% |
| Participation rate | 12.0% | 70.1%-58.1pp | 82.6%-70.6pp | 69.5%-57.5pp |
| Annual return | 21.93% | 27.32%-5.4pp | 802.97%-781.0pp | 81.01%-59.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $220 | $3,260-93.3% | $5,198-95.8% | $3,608-93.9% |
| Admin fee / account holder | $39 | $5,880-99.3% | $13,955-99.7% | $5,124-99.2% |