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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 | $3,796 | $78,707-95.2% | $117,861-96.8% | $70,126-94.6% |
| Participation rate | 53.5% | 73.2%-19.7pp | 79.7%-26.2pp | 69.5%-16.1pp |
| Annual return | 23.21% | 23.30%-0.1pp | 335.11%-311.9pp | 73.15%-49.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $732 | $3,297-77.8% | $4,482-83.7% | $3,332-78.0% |
| Admin fee / account holder | $108 | $5,066-97.9% | $8,021-98.6% | $4,645-97.7% |