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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 | $5,457 | $78,670-93.1% | $109,173-95.0% | $85,847-93.6% |
| Participation rate | 6.0% | 68.3%-62.3pp | 75.9%-69.9pp | 69.3%-63.3pp |
| Annual return | 17.66% | 25.09%-7.4pp | 25.75%-8.1pp | 318.61%-300.9pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $321 | $3,467-90.7% | $4,654-93.1% | $3,952-91.9% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,755-100.0% | $6,261-100.0% |