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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 | $11,696 | $91,179-87.2% | $178,499-93.4% | $79,852-85.4% |
| Participation rate | 6.9% | 69.2%-62.3pp | 81.9%-75.0pp | 69.6%-62.7pp |
| Annual return | 18.31% | 24.19%-5.9pp | 151.10%-132.8pp | 31.72%-13.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $214 | $3,236-93.4% | $5,202-95.9% | $3,740-94.3% |
| Admin fee / account holder | $197 | $6,749-97.1% | $13,986-98.6% | $5,306-96.3% |