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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 | $9,990 | $81,208-87.7% | $98,920-89.9% | $79,852-87.5% |
| Participation rate | 41.2% | 72.5%-31.3pp | 76.0%-34.9pp | 69.6%-28.5pp |
| Annual return | 12.26% | 60.99%-48.7pp | 196.47%-184.2pp | 31.72%-19.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $966 | $3,265-70.4% | $4,245-77.2% | $3,740-74.2% |
| Admin fee / account holder | $232 | $6,013-96.1% | $6,643-96.5% | $5,306-95.6% |