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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 | $6,999 | $89,259-92.2% | $107,187-93.5% | $82,637-91.5% |
| Participation rate | 30.6% | 67.9%-37.3pp | 75.0%-44.4pp | 68.1%-37.4pp |
| Annual return | 17.85% | 21.02%-3.2pp | 204.55%-186.7pp | 53.51%-35.7pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $724 | $4,037-82.1% | $5,096-85.8% | $4,126-82.5% |
| Admin fee / account holder | $132 | $7,381-98.2% | $9,162-98.6% | $7,339-98.2% |