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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 | $10,145 | $51,184-80.2% | $66,439-84.7% | $86,983-88.3% |
| Participation rate | 35.4% | 68.5%-33.1pp | 74.5%-39.1pp | 69.5%-34.1pp |
| Annual return | 11.38% | 17.07%-5.7pp | 757.66%-746.3pp | 25.83%-14.5pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $232 | $2,927-92.1% | $3,876-94.0% | $4,194-94.5% |
| Admin fee / account holder | $209 | $4,154-95.0% | $6,173-96.6% | $7,856-97.3% |