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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 | $1,364 | $99,079-98.6% | $78,002-98.3% | $273,972-99.5% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.5%-20.0pp | 83.0%-27.5pp |
| Annual return | 10.45% | 217.93%-207.5pp | 425.99%-415.5pp | 41.46%-31.0pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $518 | $4,306-88.0% | $3,497-85.2% | $5,287-90.2% |
| Admin fee / account holder | $75 | $8,954-99.2% | $5,481-98.6% | $10,133-99.3% |