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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 | $10,269 | $102,638-90.0% | $81,991-87.5% | $158,966-93.5% |
| Participation rate | 30.8% | 75.5%-44.8pp | 69.3%-38.5pp | 82.0%-51.2pp |
| Annual return | 15.69% | 61.05%-45.4pp | 41.31%-25.6pp | 302.95%-287.3pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $689 | $4,649-85.2% | $3,722-81.5% | $5,983-88.5% |
| Admin fee / account holder | $199 | $8,237-97.6% | $5,665-96.5% | $11,250-98.2% |