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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 | $7,694 | $63,346-87.9% | $92,239-91.7% | $70,124-89.0% |
| Participation rate | 46.4% | 68.7%-22.2pp | 76.5%-30.1pp | 69.5%-23.1pp |
| Annual return | 17.66% | 530.19%-512.5pp | 176.29%-158.6pp | 73.14%-55.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $215 | $2,854-92.5% | $3,897-94.5% | $3,332-93.5% |
| Admin fee / account holder | $83 | $3,841-97.8% | $5,194-98.4% | $4,645-98.2% |