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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 | $1,948 | $90,607-97.9% | $79,467-97.5% | $135,380-98.6% |
| Participation rate | 14.3% | 76.0%-61.8pp | 73.3%-59.1pp | 82.6%-68.4pp |
| Annual return | 0.57% | 977.74%-977.2pp | 718.30%-717.7pp | 519.81%-519.2pp |
| Employer contribution / active EE | $89 | $3,068-97.1% | $2,800-96.8% | $4,779-98.1% |
| Participant deferral / active EE | $89 | $4,050-97.8% | $3,704-97.6% | $5,609-98.4% |
| Admin fee / account holder | $19 | $5,895-99.7% | $5,104-99.6% | $10,828-99.8% |