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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 | $1,746 | $58,493-97.0% | $84,021-97.9% | $72,975-97.6% |
| Participation rate | 5.5% | 61.2%-55.8pp | 69.0%-63.6pp | 69.5%-64.0pp |
| Annual return | 132.18% | 28.93%+103.2pp | 71.32%+60.9pp | 81.01%+51.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $151 | $2,394-93.7% | $3,239-95.3% | $3,608-95.8% |
| Admin fee / account holder | $206 | $4,569-95.5% | $6,102-96.6% | $5,124-96.0% |