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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 | $7,378 | $51,184-85.6% | $66,439-88.9% | $86,983-91.5% |
| Participation rate | 20.5% | 68.5%-48.0pp | 74.5%-54.0pp | 69.5%-49.1pp |
| Annual return | 13.74% | 17.07%-3.3pp | 757.66%-743.9pp | 25.83%-12.1pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $594 | $2,927-79.7% | $3,876-84.7% | $4,194-85.8% |
| Admin fee / account holder | $65 | $4,154-98.4% | $6,173-99.0% | $7,856-99.2% |