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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 | $6,908 | $95,975-92.8% | $74,552-90.7% | $135,382-94.9% |
| Participation rate | 30.0% | 75.7%-45.7pp | 69.1%-39.1pp | 82.6%-52.6pp |
| Annual return | 5.10% | 56.96%-51.9pp | 32.53%-27.4pp | 519.77%-514.7pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $673 | $3,844-82.5% | $3,108-78.4% | $5,609-88.0% |
| Admin fee / account holder | $112 | $6,522-98.3% | $5,060-97.8% | $10,829-99.0% |