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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 | $7,438 | $77,908-90.5% | $149,696-95.0% | $75,173-90.1% |
| Participation rate | 4.2% | 65.6%-61.4pp | 78.8%-74.6pp | 67.2%-63.0pp |
| Annual return | 27.13% | 31.73%-4.6pp | 134.46%-107.3pp | 160.72%-133.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $223 | $3,411-93.4% | $5,682-96.1% | $4,126-94.6% |
| Admin fee / account holder | $0 | $5,950-100.0% | $13,212-100.0% | $5,651-100.0% |