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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 | $1,828 | $167,362-98.9% | $143,799-98.7% | $134,532-98.6% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | 41.38% | 0.47%+40.9pp | -0.04%+41.4pp | 418.27%-376.9pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $752 | $6,447-88.3% | $5,638-86.7% | $6,401-88.2% |
| Admin fee / account holder | $37 | $18,094-99.8% | $14,677-99.7% | $11,429-99.7% |