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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 | $7,754 | $116,203-93.3% | $93,621-91.7% | $152,897-94.9% |
| Participation rate | 16.7% | 78.1%-61.4pp | 75.8%-59.2pp | 82.5%-65.8pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,188 | $4,605-74.2% | $4,070-70.8% | $5,851-79.7% |
| Admin fee / account holder | $12 | $10,751-99.9% | $7,890-99.8% | $11,599-99.9% |