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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 | $17,906 | $99,079-81.9% | $78,002-77.0% | $273,972-93.5% |
| Participation rate | 39.1% | 78.6%-39.4pp | 75.5%-36.4pp | 83.0%-43.9pp |
| Annual return | 6.18% | 217.93%-211.7pp | 425.99%-419.8pp | 41.46%-35.3pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $375 | $4,306-91.3% | $3,497-89.3% | $5,287-92.9% |
| Admin fee / account holder | $238 | $8,954-97.3% | $5,481-95.6% | $10,133-97.6% |