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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 | $6,295 | $75,959-91.7% | $154,114-95.9% | $64,181-90.2% |
| Participation rate | 63.9% | 70.4%-6.5pp | 83.0%-19.1pp | 69.6%-5.7pp |
| Annual return | 6.69% | 30.32%-23.6pp | 735.16%-728.5pp | 7.63%-0.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $566 | $3,175-82.2% | $5,081-88.9% | $3,470-83.7% |
| Admin fee / account holder | $25 | $5,589-99.6% | $13,411-99.8% | $4,887-99.5% |