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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 | $4,907 | $49,255-90.0% | $70,494-93.0% | $79,856-93.9% |
| Participation rate | 8.0% | 69.2%-61.2pp | 75.1%-67.1pp | 69.6%-61.6pp |
| Annual return | 83.07% | 30.10%+53.0pp | 109.16%-26.1pp | 31.71%+51.4pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $268 | $2,768-90.3% | $3,711-92.8% | $3,741-92.8% |
| Admin fee / account holder | $13 | $2,879-99.5% | $3,848-99.7% | $5,306-99.8% |