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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 | $7,935 | $48,432-83.6% | $121,204-93.5% | $71,511-88.9% |
| Participation rate | 5.0% | 54.3%-49.3pp | 69.5%-64.5pp | 67.9%-62.9pp |
| Annual return | 16.95% | 23.28%-6.3pp | 987.18%-970.2pp | 28.86%-11.9pp |
| Employer contribution / active EE | $0 | $1,493-100.0% | $4,170-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $73 | $2,756-97.3% | $4,083-98.2% | $4,291-98.3% |
| Admin fee / account holder | $86 | $1,845-95.3% | $5,651-98.5% | $1,588-94.6% |