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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 | $7,392 | $73,546-89.9% | $63,018-88.3% | $147,586-95.0% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 20.79% | 175.56%-154.8pp | 87.62%-66.8pp | 578.59%-557.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $676 | $4,185-83.9% | $3,330-79.7% | $5,439-87.6% |
| Admin fee / account holder | $25 | $5,956-99.6% | $3,601-99.3% | $10,886-99.8% |