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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 | $8,698 | $96,524-91.0% | $75,900-88.5% | $152,909-94.3% |
| Participation rate | 5.9% | 76.2%-70.3pp | 69.3%-63.4pp | 82.5%-76.6pp |
| Annual return | 20.31% | 33.93%-13.6pp | 30.73%-10.4pp | 345.46%-325.2pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $80 | $4,554-98.2% | $3,604-97.8% | $5,851-98.6% |
| Admin fee / account holder | $156 | $8,082-98.1% | $5,421-97.1% | $11,601-98.7% |