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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 | $9,733 | $150,412-93.5% | $120,574-91.9% | $145,884-93.3% |
| Participation rate | 42.9% | 78.8%-35.9pp | 71.9%-29.1pp | 80.3%-37.4pp |
| Annual return | 14.34% | 154.50%-140.2pp | 107.42%-93.1pp | 551.85%-537.5pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $950 | $6,175-84.6% | $4,996-81.0% | $6,690-85.8% |
| Admin fee / account holder | $71 | $12,224-99.4% | $9,445-99.3% | $13,392-99.5% |