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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 | $20,396 | $105,200-80.6% | $159,474-87.2% | $85,847-76.2% |
| Participation rate | 51.6% | 75.8%-24.2pp | 82.8%-31.2pp | 69.3%-17.7pp |
| Annual return | 17.53% | 45.08%-27.5pp | 263.68%-246.1pp | 318.61%-301.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,019 | $5,946-66.0% | $7,353-72.5% | $3,952-48.9% |
| Admin fee / account holder | $20 | $6,934-99.7% | $10,802-99.8% | $6,261-99.7% |