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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 | $100,147-93.5% | $81,286-92.0% | $145,877-95.5% |
| Participation rate | 8.3% | 74.2%-65.9pp | 69.5%-61.2pp | 80.3%-72.0pp |
| Annual return | 16.49% | 34.44%-17.9pp | 24.80%-8.3pp | 551.28%-534.8pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $183 | $4,607-96.0% | $3,883-95.3% | $6,691-97.3% |
| Admin fee / account holder | $23 | $8,201-99.7% | $5,764-99.6% | $13,402-99.8% |