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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 | $6,505 | $52,961-87.7% | $172,752-96.2% | $65,185-90.0% |
| Participation rate | 9.8% | 66.2%-56.4pp | 82.6%-72.8pp | 70.2%-60.4pp |
| Annual return | 22.17% | 30.12%-8.0pp | 802.97%-780.8pp | 29.38%-7.2pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $190 | $2,471-92.3% | $5,198-96.3% | $3,514-94.6% |
| Admin fee / account holder | $119 | $472-74.8% | $13,955-99.1% | $847-86.0% |