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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 | $5,090 | $48,284-89.5% | $67,524-92.5% | $80,911-93.7% |
| Participation rate | 18.4% | 66.4%-48.0pp | 72.9%-54.5pp | 67.6%-49.3pp |
| Annual return | 16.58% | 18.27%-1.7pp | 3519.41%-3502.8pp | 35.63%-19.0pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $324 | $2,927-88.9% | $4,001-91.9% | $4,297-92.4% |
| Admin fee / account holder | $0 | $3,688-100.0% | $4,001-100.0% | $6,935-100.0% |