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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 | $8,638 | $91,559-90.6% | $133,978-93.6% | $79,856-89.2% |
| Participation rate | 5.9% | 73.3%-67.5pp | 79.8%-74.0pp | 69.6%-63.8pp |
| Annual return | 104.87% | 61.85%+43.0pp | 45.10%+59.8pp | 31.71%+73.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $383 | $3,734-89.7% | $5,047-92.4% | $3,741-89.8% |
| Admin fee / account holder | $124 | $6,321-98.0% | $8,930-98.6% | $5,306-97.7% |