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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 | $14,042 | $89,364-84.3% | $141,177-90.1% | $72,983-80.8% |
| Participation rate | 3.3% | 75.1%-71.8pp | 82.5%-79.1pp | 69.5%-66.2pp |
| Annual return | 24.54% | 111.86%-87.3pp | 71.40%-46.9pp | 81.01%-56.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $26 | $5,419-99.5% | $6,710-99.6% | $3,608-99.3% |
| Admin fee / account holder | $20 | $5,959-99.7% | $10,263-99.8% | $5,124-99.6% |