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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 | $3,245 | $95,415-96.6% | $185,851-98.3% | $85,851-96.2% |
| Participation rate | 35.4% | 68.8%-33.3pp | 81.7%-46.3pp | 69.3%-33.9pp |
| Annual return | 21.51% | 23.59%-2.1pp | 122.11%-100.6pp | 318.63%-297.1pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $421 | $3,424-87.7% | $5,569-92.4% | $3,952-89.4% |
| Admin fee / account holder | $19 | $7,215-99.7% | $16,245-99.9% | $6,261-99.7% |