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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 | $13,857 | $81,208-82.9% | $98,916-86.0% | $79,858-82.6% |
| Participation rate | 31.9% | 72.5%-40.6pp | 76.0%-44.1pp | 69.6%-37.7pp |
| Annual return | 20.95% | 60.99%-40.0pp | 196.45%-175.5pp | 31.72%-10.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $998 | $3,265-69.4% | $4,245-76.5% | $3,740-73.3% |
| Admin fee / account holder | $138 | $6,013-97.7% | $6,642-97.9% | $5,306-97.4% |