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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 | $11,919 | $81,208-85.3% | $98,920-88.0% | $79,856-85.1% |
| Participation rate | 61.2% | 72.5%-11.3pp | 76.0%-14.8pp | 69.6%-8.4pp |
| Annual return | 17.52% | 60.99%-43.5pp | 196.47%-178.9pp | 31.71%-14.2pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,386 | $3,265-57.6% | $4,245-67.4% | $3,741-62.9% |
| Admin fee / account holder | $79 | $6,013-98.7% | $6,643-98.8% | $5,306-98.5% |