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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 | $12,803 | $91,179-86.0% | $178,499-92.8% | $79,852-84.0% |
| Participation rate | 19.4% | 69.2%-49.9pp | 81.9%-62.6pp | 69.6%-50.3pp |
| Annual return | 13.06% | 24.19%-11.1pp | 151.10%-138.0pp | 31.72%-18.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $379 | $3,236-88.3% | $5,202-92.7% | $3,740-89.9% |
| Admin fee / account holder | $24 | $6,749-99.6% | $13,986-99.8% | $5,306-99.5% |