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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 | $8,278 | $81,233-89.8% | $155,567-94.7% | $80,874-89.8% |
| Participation rate | 18.9% | 66.2%-47.3pp | 78.2%-59.3pp | 67.6%-48.7pp |
| Annual return | 23.54% | 33.33%-9.8pp | 64.74%-41.2pp | 35.62%-12.1pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $751 | $3,452-78.2% | $5,628-86.7% | $4,297-82.5% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |