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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 | $5,537 | $89,259-93.8% | $107,187-94.8% | $82,637-93.3% |
| Participation rate | 31.0% | 67.9%-37.0pp | 75.0%-44.1pp | 68.1%-37.1pp |
| Annual return | 20.63% | 21.02%-0.4pp | 204.55%-183.9pp | 53.51%-32.9pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,102 | $4,037-72.7% | $5,096-78.4% | $4,126-73.3% |
| Admin fee / account holder | $30 | $7,381-99.6% | $9,162-99.7% | $7,339-99.6% |