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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 | $2,392 | $86,294-97.2% | $111,303-97.9% | $85,856-97.2% |
| Participation rate | 50.0% | 73.3%-23.3pp | 77.3%-27.3pp | 69.3%-19.3pp |
| Annual return | 19.98% | 19.99%0pp | 54.66%-34.7pp | 318.58%-298.6pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $817 | $3,641-77.6% | $4,487-81.8% | $3,952-79.3% |
| Admin fee / account holder | $11 | $8,189-99.9% | $7,966-99.9% | $6,261-99.8% |