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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 | $4,686 | $105,284-95.5% | $150,734-96.9% | $94,015-95.0% |
| Participation rate | 14.1% | 71.7%-57.6pp | 78.4%-64.3pp | 70.8%-56.7pp |
| Annual return | 35.45% | 15.67%+19.8pp | 600.81%-565.4pp | 17.84%+17.6pp |
| Employer contribution / active EE | $0 | $3,599-100.0% | $4,918-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $572 | $4,274-86.6% | $5,610-89.8% | $4,249-86.5% |
| Admin fee / account holder | $263 | $9,839-97.3% | $14,905-98.2% | $8,951-97.1% |