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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 | $1,920 | $106,247-98.2% | $96,515-98.0% | $139,466-98.6% |
| Participation rate | 16.7% | 77.8%-61.2pp | 74.3%-57.7pp | 80.3%-63.7pp |
| Annual return | 34.10% | 38.47%-4.4pp | 35.73%-1.6pp | 373.66%-339.6pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $223 | $5,456-95.9% | $4,880-95.4% | $6,712-96.7% |
| Admin fee / account holder | $4 | $7,885-99.9% | $6,735-99.9% | $11,409-100.0% |