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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 | $2,575 | $63,346-95.9% | $92,240-97.2% | $70,126-96.3% |
| Participation rate | 63.0% | 68.7%-5.7pp | 76.5%-13.5pp | 69.5%-6.6pp |
| Annual return | 21.72% | 530.19%-508.5pp | 176.29%-154.6pp | 73.15%-51.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $799 | $2,854-72.0% | $3,897-79.5% | $3,332-76.0% |
| Admin fee / account holder | $73 | $3,841-98.1% | $5,194-98.6% | $4,645-98.4% |