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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 | $13,064 | $99,652-86.9% | $78,778-83.4% | $147,586-91.1% |
| Participation rate | 31.6% | 76.2%-44.7pp | 69.2%-37.6pp | 82.8%-51.2pp |
| Annual return | 13.68% | 47.28%-33.6pp | 35.62%-21.9pp | 578.59%-564.9pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $573 | $3,664-84.4% | $2,958-80.6% | $5,439-89.5% |
| Admin fee / account holder | $164 | $7,155-97.7% | $5,134-96.8% | $10,886-98.5% |