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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 | $18,288 | $63,346-71.1% | $92,240-80.2% | $70,126-73.9% |
| Participation rate | 45.0% | 68.7%-23.7pp | 76.5%-31.5pp | 69.5%-24.5pp |
| Annual return | 14.86% | 530.19%-515.3pp | 176.29%-161.4pp | 73.15%-58.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $892 | $2,854-68.7% | $3,897-77.1% | $3,332-73.2% |
| Admin fee / account holder | $288 | $3,841-92.5% | $5,194-94.5% | $4,645-93.8% |