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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 | $3,718 | $95,601-96.1% | $77,183-95.2% | $139,456-97.3% |
| Participation rate | 9.1% | 74.0%-64.9pp | 69.6%-60.5pp | 80.3%-71.2pp |
| Annual return | 45.47% | 54.96%-9.5pp | 37.89%+7.6pp | 373.45%-328.0pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,534-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $218 | $4,623-95.3% | $3,833-94.3% | $6,711-96.7% |
| Admin fee / account holder | $10 | $8,302-99.9% | $5,475-99.8% | $11,407-99.9% |