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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 | $4,606 | $70,684-93.5% | $169,390-97.3% | $75,173-93.9% |
| Participation rate | 7.7% | 64.8%-57.1pp | 77.2%-69.5pp | 67.2%-59.5pp |
| Annual return | 28.19% | 36.38%-8.2pp | 406.07%-377.9pp | 160.72%-132.5pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $298 | $4,310-93.1% | $6,222-95.2% | $4,126-92.8% |
| Admin fee / account holder | $125 | $5,404-97.7% | $9,015-98.6% | $5,651-97.8% |