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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 | $4,090 | $61,125-93.3% | $94,057-95.7% | $87,485-95.3% |
| Participation rate | 7.5% | 64.1%-56.6pp | 73.3%-65.8pp | 68.9%-61.4pp |
| Annual return | 13.07% | 35.20%-22.1pp | 480.62%-467.6pp | 26.06%-13.0pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $100 | $3,260-96.9% | $4,709-97.9% | $4,274-97.7% |
| Admin fee / account holder | $97 | $5,629-98.3% | $7,244-98.7% | $7,775-98.7% |