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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 | $3,144 | $65,034-95.2% | $90,970-96.5% | $79,856-96.1% |
| Participation rate | 27.6% | 61.6%-34.0pp | 69.0%-41.4pp | 69.6%-42.1pp |
| Annual return | 49.95% | 30.45%+19.5pp | 134.60%-84.6pp | 31.71%+18.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $642 | $2,512-74.4% | $3,373-81.0% | $3,741-82.8% |
| Admin fee / account holder | $86 | $4,536-98.1% | $5,961-98.6% | $5,306-98.4% |