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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 | $2,167 | $109,967-98.0% | $97,197-97.8% | $145,877-98.5% |
| Participation rate | 60.0% | 76.0%-16.0pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 11.41% | 244.27%-232.9pp | 75.47%-64.1pp | 551.28%-539.9pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $586 | $4,676-87.5% | $4,263-86.3% | $6,691-91.2% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |