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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 | $2,205 | $108,825-98.0% | $156,181-98.6% | $82,448-97.3% |
| Participation rate | 2.5% | 72.4%-69.9pp | 78.8%-76.3pp | 68.1%-65.6pp |
| Annual return | 13.99% | 20.59%-6.6pp | 64.87%-50.9pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $15 | $4,577-99.7% | $6,132-99.8% | $4,139-99.6% |
| Admin fee / account holder | $20 | $9,341-99.8% | $14,586-99.9% | $7,234-99.7% |