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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 | $6,697 | $91,167-92.7% | $178,498-96.2% | $79,858-91.6% |
| Participation rate | 20.0% | 69.2%-49.2pp | 81.9%-61.9pp | 69.6%-49.6pp |
| Annual return | 17.31% | 24.19%-6.9pp | 151.09%-133.8pp | 31.72%-14.4pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $457 | $3,236-85.9% | $5,202-91.2% | $3,740-87.8% |
| Admin fee / account holder | $48 | $6,747-99.3% | $13,985-99.7% | $5,306-99.1% |