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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 | $5,155 | $81,233-93.7% | $155,567-96.7% | $80,874-93.6% |
| Participation rate | 6.4% | 66.2%-59.9pp | 78.2%-71.8pp | 67.6%-61.3pp |
| Annual return | 16.22% | 33.33%-17.1pp | 64.74%-48.5pp | 35.62%-19.4pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $255 | $3,452-92.6% | $5,628-95.5% | $4,297-94.1% |
| Admin fee / account holder | $18 | $7,998-99.8% | $15,916-99.9% | $6,935-99.7% |