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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 | $2,214 | $104,937-97.9% | $84,628-97.4% | $152,897-98.6% |
| Participation rate | 40.0% | 74.8%-34.8pp | 68.2%-28.2pp | 82.5%-42.5pp |
| Annual return | 35.46% | 373.88%-338.4pp | 258.80%-223.3pp | 345.43%-310.0pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $639 | $4,690-86.4% | $3,900-83.6% | $5,851-89.1% |
| Admin fee / account holder | $67 | $6,243-98.9% | $4,914-98.6% | $11,599-99.4% |