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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 | $4,071 | $115,814-96.5% | $101,275-96.0% | $158,982-97.4% |
| Participation rate | 56.3% | 79.4%-23.1pp | 75.8%-19.6pp | 82.0%-25.7pp |
| Annual return | 18.39% | 56.16%-37.8pp | 46.48%-28.1pp | 302.99%-284.6pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $752 | $4,958-84.8% | $4,371-82.8% | $5,983-87.4% |
| Admin fee / account holder | $58 | $7,249-99.2% | $5,948-99.0% | $11,252-99.5% |