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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 | $14,006 | $65,961-78.8% | $180,320-92.2% | $94,015-85.1% |
| Participation rate | 7.7% | 61.3%-53.6pp | 71.5%-63.8pp | 70.8%-63.1pp |
| Annual return | 12.73% | 14.27%-1.5pp | 778.54%-765.8pp | 17.84%-5.1pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $4,108-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $62 | $3,003-97.9% | $4,304-98.6% | $4,249-98.6% |
| Admin fee / account holder | $125 | $4,901-97.4% | $10,000-98.8% | $8,951-98.6% |