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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 | $2,830 | $81,331-96.5% | $155,534-98.2% | $80,935-96.5% |
| Participation rate | 5.1% | 66.3%-61.2pp | 78.2%-73.1pp | 67.7%-62.6pp |
| Annual return | 35.26% | 33.37%+1.9pp | 64.92%-29.7pp | 35.66%-0.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $112 | $3,454-96.8% | $5,630-98.0% | $4,299-97.4% |
| Admin fee / account holder | $7 | $7,999-99.9% | $15,900-100.0% | $6,924-99.9% |