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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 | $4,950 | $84,236-94.1% | $170,435-97.1% | $70,126-92.9% |
| Participation rate | 18.4% | 70.8%-52.4pp | 83.6%-65.2pp | 69.5%-51.1pp |
| Annual return | 13.50% | 23.06%-9.6pp | 205.94%-192.4pp | 73.15%-59.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $339 | $3,086-89.0% | $4,939-93.1% | $3,332-89.8% |
| Admin fee / account holder | $14 | $5,698-99.8% | $13,881-99.9% | $4,645-99.7% |