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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 | $1,753 | $85,024-97.9% | $70,544-97.5% | $139,466-98.7% |
| Participation rate | 7.1% | 73.9%-66.8pp | 68.4%-61.2pp | 80.3%-73.2pp |
| Annual return | 34.84% | 30.39%+4.4pp | 32.79%+2.0pp | 373.66%-338.8pp |
| Employer contribution / active EE | $0 | $3,912-100.0% | $2,976-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $55 | $5,891-99.1% | $4,568-98.8% | $6,712-99.2% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |