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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 | $2,402 | $104,953-97.7% | $84,637-97.2% | $152,909-98.4% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.5%-32.5pp |
| Annual return | 27.74% | 373.94%-346.2pp | 258.82%-231.1pp | 345.46%-317.7pp |
| Employer contribution / active EE | $312 | $3,304-90.6% | $2,653-88.2% | $4,764-93.5% |
| Participant deferral / active EE | $506 | $4,691-89.2% | $3,900-87.0% | $5,851-91.4% |
| Admin fee / account holder | $0 | $6,244-100.0% | $4,914-100.0% | $11,601-100.0% |