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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 | $4,747 | $58,895-91.9% | $178,503-97.3% | $73,497-93.5% |
| Participation rate | 3.6% | 66.2%-62.6pp | 81.9%-78.3pp | 70.7%-67.0pp |
| Annual return | 20.24% | 24.86%-4.6pp | 151.12%-130.9pp | 28.51%-8.3pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $70 | $2,567-97.3% | $5,202-98.7% | $3,740-98.1% |
| Admin fee / account holder | $199 | $400-50.3% | $13,987-98.6% | $513-61.2% |