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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 | $6,919 | $110,801-93.8% | $86,868-92.0% | $167,518-95.9% |
| Participation rate | 11.1% | 75.8%-64.7pp | 71.6%-60.5pp | 82.1%-71.0pp |
| Annual return | 20.21% | 117.00%-96.8pp | 63.53%-43.3pp | 478.71%-458.5pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $304 | $4,547-93.3% | $3,699-91.8% | $6,342-95.2% |
| Admin fee / account holder | $23 | $8,417-99.7% | $5,829-99.6% | $12,312-99.8% |