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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 | $2,219 | $167,522-98.7% | $151,639-98.5% | $134,532-98.4% |
| Participation rate | 37.5% | 88.4%-50.9pp | 87.5%-50.0pp | 81.2%-43.7pp |
| Annual return | -19.29% | 7.81%-27.1pp | 3.34%-22.6pp | 418.27%-437.6pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $310 | $8,986-96.5% | $8,363-96.3% | $6,401-95.2% |
| Admin fee / account holder | $9 | $13,780-99.9% | $11,613-99.9% | $11,429-99.9% |