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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 | $11,366 | $99,079-88.5% | $78,002-85.4% | $273,972-95.9% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.5%-18.4pp | 83.0%-25.9pp |
| Annual return | 2.39% | 217.93%-215.5pp | 425.99%-423.6pp | 41.46%-39.1pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $673 | $4,306-84.4% | $3,497-80.8% | $5,287-87.3% |
| Admin fee / account holder | $93 | $8,954-99.0% | $5,481-98.3% | $10,133-99.1% |