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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 | $6,531 | $100,262-93.5% | $81,370-92.0% | $145,897-95.5% |
| Participation rate | 8.3% | 74.3%-65.9pp | 69.5%-61.2pp | 80.3%-72.0pp |
| Annual return | 16.49% | 34.52%-18.0pp | 24.85%-8.4pp | 552.29%-535.8pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $183 | $4,612-96.0% | $3,885-95.3% | $6,689-97.3% |
| Admin fee / account holder | $23 | $8,163-99.7% | $5,749-99.6% | $13,390-99.8% |