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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 | $2,954 | $88,778-96.7% | $81,844-96.4% | $145,884-98.0% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 13.12% | 1033.03%-1019.9pp | 778.87%-765.7pp | 551.85%-538.7pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $237 | $4,648-94.9% | $4,323-94.5% | $6,690-96.5% |
| Admin fee / account holder | $93 | $8,430-98.9% | $7,355-98.7% | $13,392-99.3% |