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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 | $6,946 | $47,977-85.5% | $154,108-95.5% | $56,289-87.7% |
| Participation rate | 5.2% | 66.2%-61.0pp | 83.0%-77.9pp | 69.9%-64.7pp |
| Annual return | 6.67% | 3.54%+3.1pp | 735.21%-728.5pp | -9.96%+16.6pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $77 | $2,392-96.8% | $5,081-98.5% | $3,350-97.7% |
| Admin fee / account holder | $139 | $438-68.2% | $13,411-99.0% | $521-73.3% |