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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 | $4,896 | $77,908-93.7% | $149,696-96.7% | $75,173-93.5% |
| Participation rate | 7.7% | 65.6%-57.9pp | 78.8%-71.1pp | 67.2%-59.5pp |
| Annual return | 27.42% | 31.73%-4.3pp | 134.46%-107.0pp | 160.72%-133.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $140 | $3,411-95.9% | $5,682-97.5% | $4,126-96.6% |
| Admin fee / account holder | $0 | $5,950-100.0% | $13,212-100.0% | $5,651-100.0% |