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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 | $6,297 | $106,905-94.1% | $84,020-92.5% | $152,885-95.9% |
| Participation rate | 20.0% | 75.2%-55.2pp | 69.0%-49.0pp | 82.5%-62.5pp |
| Annual return | 32.05% | 105.00%-72.9pp | 71.31%-39.3pp | 345.39%-313.3pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $384 | $4,012-90.4% | $3,239-88.2% | $5,851-93.4% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |