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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 | $6,663 | $86,050-92.3% | $189,758-96.5% | $94,015-92.9% |
| Participation rate | 7.1% | 68.9%-61.8pp | 79.8%-72.7pp | 70.8%-63.7pp |
| Annual return | 14.44% | 17.77%-3.3pp | 52.62%-38.2pp | 17.84%-3.4pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $75 | $3,349-97.8% | $5,856-98.7% | $4,249-98.2% |
| Admin fee / account holder | $34 | $6,627-99.5% | $20,388-99.8% | $8,951-99.6% |