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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 | $8,799 | $38,165-76.9% | $189,758-95.4% | $69,255-87.3% |
| Participation rate | 1.7% | 66.7%-65.0pp | 79.8%-78.1pp | 69.0%-67.4pp |
| Annual return | 22.45% | 14.65%+7.8pp | 52.62%-30.2pp | 26.73%-4.3pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $4,767-100.0% | $2,645-100.0% |
| Participant deferral / active EE | $96 | $2,073-95.3% | $5,856-98.4% | $2,890-96.7% |
| Admin fee / account holder | $94 | $714-86.8% | $20,388-99.5% | $733-87.1% |