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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 | $10,205 | $112,915-91.0% | $90,965-88.8% | $158,950-93.6% |
| Participation rate | 40.0% | 74.7%-34.7pp | 69.0%-29.0pp | 82.0%-42.0pp |
| Annual return | 17.51% | 215.75%-198.2pp | 134.57%-117.1pp | 302.91%-285.4pp |
| Employer contribution / active EE | $0 | $2,894-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $955 | $4,128-76.9% | $3,373-71.7% | $5,983-84.0% |
| Admin fee / account holder | $51 | $8,044-99.4% | $5,960-99.1% | $11,248-99.5% |