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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 | $1,280 | $100,139-98.7% | $85,187-98.5% | $145,884-99.1% |
| Participation rate | 45.5% | 74.1%-28.6pp | 67.5%-22.1pp | 80.3%-34.8pp |
| Annual return | 14.33% | 84.15%-69.8pp | 66.67%-52.3pp | 551.85%-537.5pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $89 | $5,296-98.3% | $4,525-98.0% | $6,690-98.7% |
| Admin fee / account holder | $34 | $7,262-99.5% | $6,162-99.5% | $13,392-99.7% |