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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 | $1,622 | $50,151-96.8% | $149,696-98.9% | $80,157-98.0% |
| Participation rate | 1.2% | 64.3%-63.1pp | 78.8%-77.6pp | 72.9%-71.7pp |
| Annual return | 29.06% | 29.80%-0.7pp | 134.46%-105.4pp | 40.39%-11.3pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $4,821-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $17 | $3,194-99.5% | $5,682-99.7% | $5,015-99.7% |
| Admin fee / account holder | $150 | $153-2.0% | $13,212-98.9% | $145+3.2% |