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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 | $1,493 | $97,125-98.5% | $86,233-98.3% | $137,256-98.9% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.0%-49.0pp | 80.0%-60.0pp |
| Annual return | 22.79% | 74.19%-51.4pp | 61.39%-38.6pp | 220.34%-197.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $66 | $5,180-98.7% | $4,559-98.5% | $6,407-99.0% |
| Admin fee / account holder | $6 | $9,725-99.9% | $8,342-99.9% | $12,270-100.0% |