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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 | $5,696 | $71,208-92.0% | $93,681-93.9% | $80,911-93.0% |
| Participation rate | 3.6% | 60.4%-56.8pp | 68.7%-65.2pp | 67.6%-64.1pp |
| Annual return | 15.01% | 11.27%+3.7pp | 133.47%-118.5pp | 35.63%-20.6pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $72 | $4,035-98.2% | $4,415-98.4% | $4,297-98.3% |
| Admin fee / account holder | $94 | $6,951-98.7% | $8,290-98.9% | $6,935-98.7% |