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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 | $3,691 | $108,285-96.6% | $77,552-95.2% | $158,982-97.7% |
| Participation rate | 5.0% | 64.4%-59.4pp | 54.2%-49.2pp | 82.0%-77.0pp |
| Annual return | 16.07% | 31.69%-15.6pp | 54.82%-38.7pp | 302.99%-286.9pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $40 | $2,455-98.4% | $1,861-97.9% | $5,983-99.3% |
| Admin fee / account holder | $12 | $3,709-99.7% | $2,859-99.6% | $11,252-99.9% |