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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 | $6,314 | $81,331-92.2% | $155,534-95.9% | $80,935-92.2% |
| Participation rate | 20.7% | 66.3%-45.6pp | 78.2%-57.6pp | 67.7%-47.0pp |
| Annual return | 18.11% | 33.37%-15.3pp | 64.92%-46.8pp | 35.66%-17.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $895 | $3,454-74.1% | $5,630-84.1% | $4,299-79.2% |
| Admin fee / account holder | $0 | $7,999-100.0% | $15,900-100.0% | $6,924-100.0% |