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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 | $3,760 | $125,797-97.0% | $170,028-97.8% | $75,181-95.0% |
| Participation rate | 10.0% | 83.6%-73.6pp | 87.0%-77.0pp | 67.2%-57.2pp |
| Annual return | 27.39% | 27.20%+0.2pp | 53.39%-26.0pp | 160.69%-133.3pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,788-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $283 | $6,838-95.9% | $10,409-97.3% | $4,126-93.1% |
| Admin fee / account holder | $14 | $8,177-99.8% | $12,820-99.9% | $5,650-99.8% |