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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 | $5,929 | $58,275-89.8% | $81,844-92.8% | $80,935-92.7% |
| Participation rate | 7.0% | 63.5%-56.4pp | 72.4%-65.3pp | 67.7%-60.6pp |
| Annual return | 25.40% | 41.82%-16.4pp | 778.87%-753.5pp | 35.66%-10.3pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $265 | $3,285-91.9% | $4,323-93.9% | $4,299-93.8% |
| Admin fee / account holder | $34 | $4,749-99.3% | $7,355-99.5% | $6,924-99.5% |