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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 | $3,193 | $91,179-96.5% | $178,499-98.2% | $79,852-96.0% |
| Participation rate | 19.7% | 69.2%-49.5pp | 81.9%-62.3pp | 69.6%-50.0pp |
| Annual return | 24.59% | 24.19%+0.4pp | 151.10%-126.5pp | 31.72%-7.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $361 | $3,236-88.8% | $5,202-93.1% | $3,740-90.3% |
| Admin fee / account holder | $101 | $6,749-98.5% | $13,986-99.3% | $5,306-98.1% |