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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 | $11,488 | $85,171-86.5% | $172,753-93.4% | $72,976-84.3% |
| Participation rate | 23.2% | 70.1%-46.9pp | 82.6%-59.5pp | 69.5%-46.3pp |
| Annual return | 18.05% | 27.32%-9.3pp | 803.00%-785.0pp | 81.02%-63.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $490 | $3,260-85.0% | $5,198-90.6% | $3,608-86.4% |
| Admin fee / account holder | $23 | $5,880-99.6% | $13,956-99.8% | $5,124-99.5% |