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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 | $1,931 | $110,307-98.2% | $96,576-98.0% | $139,456-98.6% |
| Participation rate | 62.5% | 78.1%-15.6pp | 76.0%-13.5pp | 80.3%-17.8pp |
| Annual return | 13.33% | 26.40%-13.1pp | 25.87%-12.5pp | 373.45%-360.1pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $103 | $5,547-98.1% | $4,851-97.9% | $6,711-98.5% |
| Admin fee / account holder | $188 | $11,597-98.4% | $8,253-97.7% | $11,407-98.4% |