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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 | $11,933 | $98,240-87.9% | $82,313-85.5% | $147,585-91.9% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.6pp | 82.8%-49.5pp |
| Annual return | 21.86% | 30.85%-9.0pp | 25.88%-4.0pp | 578.57%-556.7pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,238 | $4,383-71.8% | $3,706-66.6% | $5,439-77.2% |
| Admin fee / account holder | $40 | $8,563-99.5% | $5,608-99.3% | $10,885-99.6% |