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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 | $36,002-75.6% | $161,489-94.6% | $64,728-86.4% |
| Participation rate | 1.7% | 57.4%-55.8pp | 78.7%-77.0pp | 57.9%-56.2pp |
| Annual return | 22.45% | 33.93%-11.5pp | 89.72%-67.3pp | 49.38%-26.9pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $96 | $1,815-94.7% | $5,630-98.3% | $2,729-96.5% |
| Admin fee / account holder | $94 | $931-89.9% | $16,006-99.4% | $1,145-91.8% |