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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 | $7,223 | $112,131-93.6% | $95,964-92.5% | $158,982-95.5% |
| Participation rate | 20.8% | 79.0%-58.2pp | 77.1%-56.3pp | 82.0%-61.1pp |
| Annual return | 20.18% | 171.19%-151.0pp | 91.64%-71.5pp | 302.99%-282.8pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $53 | $4,784-98.9% | $4,167-98.7% | $5,983-99.1% |
| Admin fee / account holder | $258 | $10,136-97.5% | $6,797-96.2% | $11,252-97.7% |