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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 | $5,452 | $98,982-94.5% | $162,171-96.6% | $65,185-91.6% |
| Participation rate | 13.6% | 85.8%-72.1pp | 87.6%-73.9pp | 70.2%-56.6pp |
| Annual return | 34.68% | 24.84%+9.8pp | 115.60%-80.9pp | 29.38%+5.3pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,613-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $497 | $5,384-90.8% | $7,297-93.2% | $3,514-85.9% |
| Admin fee / account holder | $25 | $596-95.8% | $10,843-99.8% | $847-97.1% |