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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 | $6,781 | $45,041-84.9% | $63,003-89.2% | $70,131-90.3% |
| Participation rate | 3.5% | 69.5%-66.0pp | 74.8%-71.3pp | 69.5%-66.0pp |
| Annual return | 22.93% | 18.76%+4.2pp | 87.59%-64.7pp | 73.14%-50.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $135 | $2,465-94.5% | $3,329-95.9% | $3,332-95.9% |
| Admin fee / account holder | $0 | $2,836-100.0% | $3,600-100.0% | $4,645-100.0% |