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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 | $4,107 | $91,179-95.5% | $178,499-97.7% | $79,852-94.9% |
| Participation rate | 15.4% | 69.2%-53.8pp | 81.9%-66.5pp | 69.6%-54.3pp |
| Annual return | 29.70% | 24.19%+5.5pp | 151.10%-121.4pp | 31.72%-2.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $221 | $3,236-93.2% | $5,202-95.7% | $3,740-94.1% |
| Admin fee / account holder | $13 | $6,749-99.8% | $13,986-99.9% | $5,306-99.7% |