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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 | $16,548 | $86,294-80.8% | $111,303-85.1% | $85,854-80.7% |
| Participation rate | 36.6% | 73.3%-36.7pp | 77.3%-40.7pp | 69.3%-32.7pp |
| Annual return | 12.36% | 19.99%-7.6pp | 54.66%-42.3pp | 318.56%-306.2pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $529 | $3,641-85.5% | $4,488-88.2% | $3,952-86.6% |
| Admin fee / account holder | $238 | $8,189-97.1% | $7,965-97.0% | $6,260-96.2% |