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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 | $78,690-91.5% | $161,489-95.9% | $87,485-92.4% |
| Participation rate | 7.1% | 67.5%-60.3pp | 78.7%-71.6pp | 68.9%-61.8pp |
| Annual return | 14.44% | 32.74%-18.3pp | 89.72%-75.3pp | 26.06%-11.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $75 | $3,311-97.7% | $5,630-98.7% | $4,274-98.2% |
| Admin fee / account holder | $34 | $6,724-99.5% | $16,006-99.8% | $7,775-99.6% |