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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 | $6,116 | $46,534-86.9% | $64,097-90.5% | $75,177-91.9% |
| Participation rate | 14.3% | 65.9%-51.7pp | 72.3%-58.0pp | 67.2%-52.9pp |
| Annual return | 68.04% | 26.07%+42.0pp | 33.75%+34.3pp | 160.75%-92.7pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $385 | $2,835-86.4% | $3,881-90.1% | $4,126-90.7% |
| Admin fee / account holder | $1 | $2,957-100.0% | $3,070-100.0% | $5,651-100.0% |