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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 | $12,823 | $107,941-88.1% | $91,994-86.1% | $152,897-91.6% |
| Participation rate | 45.5% | 81.2%-35.7pp | 78.6%-33.2pp | 82.5%-37.0pp |
| Annual return | 28.56% | 89.28%-60.7pp | 69.04%-40.5pp | 345.43%-316.9pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,353 | $6,366-78.8% | $5,924-77.2% | $5,851-76.9% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |