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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 | $2,992 | $107,941-97.2% | $91,994-96.7% | $152,909-98.0% |
| Participation rate | 57.9% | 81.2%-23.3pp | 78.6%-20.7pp | 82.5%-24.6pp |
| Annual return | 29.75% | 89.28%-59.5pp | 69.04%-39.3pp | 345.46%-315.7pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,541 | $6,366-75.8% | $5,924-74.0% | $5,851-73.7% |
| Admin fee / account holder | $112 | $10,521-98.9% | $7,744-98.5% | $11,601-99.0% |