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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 | $6,292 | $77,638-91.9% | $156,551-96.0% | $62,881-90.0% |
| Participation rate | 11.5% | 71.2%-59.7pp | 84.0%-72.5pp | 69.3%-57.8pp |
| Annual return | 5.96% | 50.33%-44.4pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $96 | $3,046-96.8% | $4,871-98.0% | $3,203-97.0% |
| Admin fee / account holder | $97 | $5,561-98.3% | $13,028-99.3% | $4,296-97.7% |