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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 | $22,745 | $81,208-72.0% | $98,920-77.0% | $79,852-71.5% |
| Participation rate | 2.3% | 72.5%-70.2pp | 76.0%-73.8pp | 69.6%-67.4pp |
| Annual return | 39.03% | 60.99%-22.0pp | 196.47%-157.4pp | 31.72%+7.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $284 | $3,265-91.3% | $4,245-93.3% | $3,740-92.4% |
| Admin fee / account holder | $266 | $6,013-95.6% | $6,643-96.0% | $5,306-95.0% |