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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 | $13,291 | $89,259-85.1% | $107,187-87.6% | $82,637-83.9% |
| Participation rate | 5.1% | 67.9%-62.8pp | 75.0%-69.9pp | 68.1%-62.9pp |
| Annual return | 18.22% | 21.02%-2.8pp | 204.55%-186.3pp | 53.51%-35.3pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $182 | $4,037-95.5% | $5,096-96.4% | $4,126-95.6% |
| Admin fee / account holder | $70 | $7,381-99.1% | $9,162-99.2% | $7,339-99.0% |