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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 | $1,780 | $111,830-98.4% | $93,696-98.1% | $145,884-98.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 14.43% | 204.08%-189.7pp | 133.74%-119.3pp | 551.85%-537.4pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $474 | $4,920-90.4% | $4,417-89.3% | $6,690-92.9% |
| Admin fee / account holder | $161 | $10,249-98.4% | $8,287-98.1% | $13,392-98.8% |