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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 | $1,266 | $124,213-99.0% | $118,106-98.9% | $154,746-99.2% |
| Participation rate | 37.5% | 83.6%-46.1pp | 81.9%-44.4pp | 80.7%-43.2pp |
| Annual return | 37.29% | 18.29%+19.0pp | 19.44%+17.8pp | 172.34%-135.0pp |
| Employer contribution / active EE | $0 | $4,905-100.0% | $4,698-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $352 | $6,859-94.9% | $6,619-94.7% | $6,730-94.8% |
| Admin fee / account holder | $2 | $9,627-100.0% | $8,973-100.0% | $14,365-100.0% |