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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 | $10,070 | $58,726-82.9% | $92,240-89.1% | $62,293-83.8% |
| Participation rate | 14.2% | 68.3%-54.2pp | 76.5%-62.3pp | 69.5%-55.4pp |
| Annual return | 21.63% | 43.62%-22.0pp | 176.29%-154.7pp | 28.90%-7.3pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $479 | $2,766-82.7% | $3,897-87.7% | $3,169-84.9% |
| Admin fee / account holder | $16 | $556-97.1% | $5,194-99.7% | $479-96.6% |