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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 | $1,465 | $111,535-98.7% | $105,223-98.6% | $137,256-98.9% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 27.86% | 237.85%-210.0pp | 180.65%-152.8pp | 220.34%-192.5pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $228 | $5,500-95.9% | $5,072-95.5% | $6,407-96.4% |
| Admin fee / account holder | $32 | $9,721-99.7% | $8,859-99.6% | $12,270-99.7% |