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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 | $6,294 | $84,236-92.5% | $170,435-96.3% | $70,126-91.0% |
| Participation rate | 2.1% | 70.8%-68.7pp | 83.6%-81.5pp | 69.5%-67.4pp |
| Annual return | 14.94% | 23.06%-8.1pp | 205.94%-191.0pp | 73.15%-58.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $14 | $3,086-99.6% | $4,939-99.7% | $3,332-99.6% |
| Admin fee / account holder | $96 | $5,698-98.3% | $13,881-99.3% | $4,645-97.9% |