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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 | $6,282 | $91,198-93.1% | $178,503-96.5% | $79,856-92.1% |
| Participation rate | 10.0% | 69.2%-59.2pp | 81.9%-71.9pp | 69.6%-59.6pp |
| Annual return | 20.73% | 24.20%-3.5pp | 151.12%-130.4pp | 31.71%-11.0pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $705 | $3,237-78.2% | $5,202-86.4% | $3,741-81.1% |
| Admin fee / account holder | $0 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |