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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 | $1,479 | $117,895-98.7% | $102,460-98.6% | $145,897-99.0% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 18.03% | 31.92%-13.9pp | 29.47%-11.4pp | 552.29%-534.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $357 | $5,736-93.8% | $5,056-92.9% | $6,689-94.7% |
| Admin fee / account holder | $253 | $13,353-98.1% | $9,460-97.3% | $13,390-98.1% |