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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 | $8,945 | $77,908-88.5% | $149,696-94.0% | $75,173-88.1% |
| Participation rate | 10.6% | 65.6%-55.0pp | 78.8%-68.2pp | 67.2%-56.6pp |
| Annual return | 16.13% | 31.73%-15.6pp | 134.46%-118.3pp | 160.72%-144.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $112 | $3,411-96.7% | $5,682-98.0% | $4,126-97.3% |
| Admin fee / account holder | $223 | $5,950-96.3% | $13,212-98.3% | $5,651-96.1% |