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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 | $8,593 | $125,190-93.1% | $105,624-91.9% | $145,897-94.1% |
| Participation rate | 52.6% | 77.6%-25.0pp | 75.3%-22.6pp | 80.3%-27.7pp |
| Annual return | 14.71% | 225.22%-210.5pp | 116.20%-101.5pp | 552.29%-537.6pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,340 | $5,716-76.6% | $5,013-73.3% | $6,689-80.0% |
| Admin fee / account holder | $16 | $17,138-99.9% | $10,961-99.9% | $13,390-99.9% |