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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 | $1,509 | $101,618-98.5% | $93,063-98.4% | $137,256-98.9% |
| Participation rate | 69.2% | 74.9%-5.7pp | 72.1%-2.9pp | 80.0%-10.7pp |
| Annual return | 14.67% | 223.95%-209.3pp | 34.15%-19.5pp | 220.34%-205.7pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $587 | $4,279-86.3% | $3,958-85.2% | $6,407-90.8% |
| Admin fee / account holder | $244 | $6,198-96.1% | $6,033-96.0% | $12,270-98.0% |