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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 | $2,743 | $58,311-95.3% | $81,882-96.6% | $80,959-96.6% |
| Participation rate | 19.4% | 63.5%-44.1pp | 72.4%-53.0pp | 67.7%-48.3pp |
| Annual return | 13.59% | 41.85%-28.3pp | 779.47%-765.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $177 | $3,287-94.6% | $4,323-95.9% | $4,300-95.9% |
| Admin fee / account holder | $84 | $4,752-98.2% | $7,360-98.9% | $6,925-98.8% |