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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 | $18,273 | $102,385-82.2% | $147,080-87.6% | $80,935-77.4% |
| Participation rate | 15.6% | 75.9%-60.2pp | 82.2%-66.6pp | 67.7%-52.0pp |
| Annual return | 40.77% | 135.09%-94.3pp | 420.17%-379.4pp | 35.66%+5.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $724 | $6,651-89.1% | $8,066-91.0% | $4,299-83.2% |
| Admin fee / account holder | $295 | $7,951-96.3% | $12,989-97.7% | $6,924-95.7% |