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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 | $5,616 | $77,908-92.8% | $149,696-96.2% | $75,173-92.5% |
| Participation rate | 8.0% | 65.6%-57.6pp | 78.8%-70.8pp | 67.2%-59.2pp |
| Annual return | 30.87% | 31.73%-0.9pp | 134.46%-103.6pp | 160.72%-129.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $337 | $3,411-90.1% | $5,682-94.1% | $4,126-91.8% |
| Admin fee / account holder | $64 | $5,950-98.9% | $13,212-99.5% | $5,651-98.9% |