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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 | $5,291 | $136,214-96.1% | $98,775-94.6% | $167,536-96.8% |
| Participation rate | 8.3% | 70.2%-61.9pp | 65.7%-57.4pp | 82.1%-73.8pp |
| Annual return | 19.48% | 67.53%-48.0pp | 49.92%-30.4pp | 478.82%-459.3pp |
| Employer contribution / active EE | $0 | $2,631-100.0% | $2,067-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $221 | $3,716-94.1% | $3,035-92.7% | $6,342-96.5% |
| Admin fee / account holder | $62 | $5,031-98.8% | $4,076-98.5% | $12,315-99.5% |