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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 | $1,235 | $100,147-98.8% | $81,286-98.5% | $145,877-99.2% |
| Participation rate | 61.5% | 74.2%-12.7pp | 69.5%-8.0pp | 80.3%-18.8pp |
| Annual return | 10.20% | 34.44%-24.2pp | 24.80%-14.6pp | 551.28%-541.1pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $240 | $4,607-94.8% | $3,883-93.8% | $6,691-96.4% |
| Admin fee / account holder | $40 | $8,201-99.5% | $5,764-99.3% | $13,402-99.7% |