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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 | $6,723 | $95,406-93.0% | $185,849-96.4% | $85,847-92.2% |
| Participation rate | 3.3% | 68.8%-65.4pp | 81.7%-78.4pp | 69.3%-66.0pp |
| Annual return | 13.68% | 23.59%-9.9pp | 122.10%-108.4pp | 318.61%-304.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $87 | $3,424-97.5% | $5,569-98.4% | $3,952-97.8% |
| Admin fee / account holder | $36 | $7,214-99.5% | $16,244-99.8% | $6,261-99.4% |