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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 | $2,343 | $100,203-97.7% | $85,240-97.3% | $145,897-98.4% |
| Participation rate | 15.4% | 74.1%-58.7pp | 67.5%-52.1pp | 80.3%-64.9pp |
| Annual return | 13.47% | 84.28%-70.8pp | 66.75%-53.3pp | 552.29%-538.8pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $151 | $5,299-97.2% | $4,527-96.7% | $6,689-97.7% |
| Admin fee / account holder | $66 | $7,265-99.1% | $6,165-98.9% | $13,390-99.5% |