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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 | $1,688 | $93,346-98.2% | $71,796-97.6% | $273,972-99.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 13.39% | 130.39%-117.0pp | 78.04%-64.6pp | 41.46%-28.1pp |
| Employer contribution / active EE | $304 | $2,733-88.9% | $1,924-84.2% | $4,869-93.8% |
| Participant deferral / active EE | $377 | $3,475-89.2% | $2,794-86.5% | $5,287-92.9% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |