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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 | $6,479 | $68,880-90.6% | $120,580-94.6% | $80,959-92.0% |
| Participation rate | 4.0% | 61.7%-57.7pp | 72.0%-68.0pp | 67.7%-63.7pp |
| Annual return | 14.09% | 23.68%-9.6pp | 107.48%-93.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $76 | $3,191-97.6% | $4,995-98.5% | $4,300-98.2% |
| Admin fee / account holder | $55 | $5,785-99.0% | $9,418-99.4% | $6,925-99.2% |