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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 | $10,264 | $116,203-91.2% | $93,621-89.0% | $152,909-93.3% |
| Participation rate | 31.3% | 78.1%-46.8pp | 75.8%-44.6pp | 82.5%-51.2pp |
| Annual return | 25.40% | 35.96%-10.6pp | 32.76%-7.4pp | 345.46%-320.1pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $863 | $4,605-81.3% | $4,070-78.8% | $5,851-85.3% |
| Admin fee / account holder | $190 | $10,751-98.2% | $7,890-97.6% | $11,601-98.4% |