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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 | $17,412 | $112,131-84.5% | $95,964-81.9% | $158,982-89.0% |
| Participation rate | 35.3% | 79.0%-43.7pp | 77.1%-41.8pp | 82.0%-46.7pp |
| Annual return | 15.23% | 171.19%-156.0pp | 91.64%-76.4pp | 302.99%-287.8pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,153 | $4,784-75.9% | $4,167-72.3% | $5,983-80.7% |
| Admin fee / account holder | $34 | $10,136-99.7% | $6,797-99.5% | $11,252-99.7% |