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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 | $8,853 | $73,863-88.0% | $143,797-93.8% | $68,490-87.1% |
| Participation rate | 7.9% | 66.7%-58.7pp | 80.3%-72.4pp | 67.9%-60.0pp |
| Annual return | 75.18% | 0.91%+74.3pp | -0.04%+75.2pp | -7.85%+83.0pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $580 | $3,385-82.9% | $5,638-89.7% | $4,028-85.6% |
| Admin fee / account holder | $122 | $5,756-97.9% | $14,679-99.2% | $5,403-97.7% |