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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 | $5,983 | $103,392-94.2% | $87,104-93.1% | $152,897-96.1% |
| Participation rate | 20.8% | 79.4%-58.5pp | 76.9%-56.0pp | 82.5%-61.6pp |
| Annual return | 19.90% | 28.10%-8.2pp | 28.19%-8.3pp | 345.43%-325.5pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $47 | $4,778-99.0% | $4,048-98.8% | $5,851-99.2% |
| Admin fee / account holder | $224 | $12,194-98.2% | $7,491-97.0% | $11,599-98.1% |