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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 | $7,951 | $48,327-83.5% | $67,575-88.2% | $80,935-90.2% |
| Participation rate | 50.0% | 66.4%-16.4pp | 72.9%-22.9pp | 67.7%-17.7pp |
| Annual return | 13.12% | 18.31%-5.2pp | 3528.98%-3515.9pp | 35.66%-22.5pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $753 | $2,927-74.3% | $4,003-81.2% | $4,299-82.5% |
| Admin fee / account holder | $66 | $3,692-98.2% | $3,993-98.3% | $6,924-99.0% |