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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 | $5,118 | $85,171-94.0% | $172,752-97.0% | $72,975-93.0% |
| Participation rate | 17.6% | 70.1%-52.5pp | 82.6%-65.1pp | 69.5%-51.9pp |
| Annual return | 17.04% | 27.32%-10.3pp | 802.97%-785.9pp | 81.01%-64.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $287 | $3,260-91.2% | $5,198-94.5% | $3,608-92.1% |
| Admin fee / account holder | $89 | $5,880-98.5% | $13,955-99.4% | $5,124-98.3% |