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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 | $9,835 | $152,612-93.6% | $125,192-92.1% | $152,897-93.6% |
| Participation rate | 33.3% | 83.3%-50.0pp | 79.8%-46.4pp | 82.5%-49.1pp |
| Annual return | 17.37% | 54.85%-37.5pp | 43.79%-26.4pp | 345.43%-328.1pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,031 | $5,868-82.4% | $4,937-79.1% | $5,851-82.4% |
| Admin fee / account holder | $91 | $13,437-99.3% | $9,704-99.1% | $11,599-99.2% |