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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 | $2,894 | $90,486-96.8% | $78,676-96.3% | $273,972-98.9% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 17.46% | 75.62%-58.2pp | 62.19%-44.7pp | 41.46%-24.0pp |
| Employer contribution / active EE | $52 | $3,175-98.4% | $2,850-98.2% | $4,869-98.9% |
| Participant deferral / active EE | $425 | $3,901-89.1% | $3,517-87.9% | $5,287-92.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |