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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 | $1,309 | $77,901-98.3% | $149,717-99.1% | $75,181-98.3% |
| Participation rate | 16.2% | 65.6%-49.4pp | 78.8%-62.6pp | 67.2%-51.0pp |
| Annual return | 27.38% | 31.73%-4.3pp | 134.41%-107.0pp | 160.69%-133.3pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $151 | $3,411-95.6% | $5,682-97.3% | $4,126-96.3% |
| Admin fee / account holder | $24 | $5,949-99.6% | $13,213-99.8% | $5,650-99.6% |