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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 | $2,173 | $102,638-97.9% | $81,991-97.3% | $158,966-98.6% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.3%-19.3pp | 82.0%-32.0pp |
| Annual return | 8.98% | 61.05%-52.1pp | 41.31%-32.3pp | 302.95%-294.0pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $408 | $4,649-91.2% | $3,722-89.0% | $5,983-93.2% |
| Admin fee / account holder | $116 | $8,237-98.6% | $5,665-98.0% | $11,250-99.0% |