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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 | $23,458 | $102,382-77.1% | $147,005-84.0% | $80,874-71.0% |
| Participation rate | 35.3% | 75.8%-40.6pp | 82.2%-46.9pp | 67.6%-32.4pp |
| Annual return | 12.85% | 134.89%-122.0pp | 418.76%-405.9pp | 35.62%-22.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,142 | $6,646-67.8% | $8,070-73.5% | $4,297-50.2% |
| Admin fee / account holder | $188 | $7,942-97.6% | $13,006-98.6% | $6,935-97.3% |