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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 | $1,378 | $115,225-98.8% | $100,712-98.6% | $138,895-99.0% |
| Participation rate | 25.0% | 74.3%-49.3pp | 69.3%-44.3pp | 79.9%-54.9pp |
| Annual return | 41.44% | 40.35%+1.1pp | 33.27%+8.2pp | 145.39%-104.0pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $212 | $4,699-95.5% | $4,085-94.8% | $6,396-96.7% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |