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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 | $9,952 | $115,814-91.4% | $101,275-90.2% | $158,982-93.7% |
| Participation rate | 63.2% | 79.4%-16.2pp | 75.8%-12.7pp | 82.0%-18.8pp |
| Annual return | 21.53% | 56.16%-34.6pp | 46.48%-25.0pp | 302.99%-281.5pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $421 | $4,958-91.5% | $4,371-90.4% | $5,983-93.0% |
| Admin fee / account holder | $120 | $7,249-98.3% | $5,948-98.0% | $11,252-98.9% |