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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 | $13,627 | $56,197-75.8% | $67,652-79.9% | $59,633-77.1% |
| Participation rate | 8.2% | 71.5%-63.3pp | 75.7%-67.5pp | 68.7%-60.5pp |
| Annual return | 0.76% | 18508.10%-18507.3pp | 6625.40%-6624.6pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $140 | $2,844-95.1% | $3,560-96.1% | $3,192-95.6% |
| Admin fee / account holder | $23 | $3,958-99.4% | $4,821-99.5% | $4,297-99.5% |