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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 | $8,018 | $84,236-90.5% | $170,435-95.3% | $70,126-88.6% |
| Participation rate | 14.5% | 70.8%-56.3pp | 83.6%-69.1pp | 69.5%-55.0pp |
| Annual return | 20.98% | 23.06%-2.1pp | 205.94%-185.0pp | 73.15%-52.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $419 | $3,086-86.4% | $4,939-91.5% | $3,332-87.4% |
| Admin fee / account holder | $8 | $5,698-99.9% | $13,881-99.9% | $4,645-99.8% |