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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 | $2,436 | $75,541-96.8% | $152,093-98.4% | $82,637-97.1% |
| Participation rate | 21.1% | 66.5%-45.5pp | 77.8%-56.7pp | 68.1%-47.0pp |
| Annual return | 103.75% | 32.56%+71.2pp | 66.36%+37.4pp | 53.51%+50.2pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $112 | $3,206-96.5% | $5,451-97.9% | $4,126-97.3% |
| Admin fee / account holder | $187 | $6,405-97.1% | $14,497-98.7% | $7,339-97.5% |