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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 | $10,880 | $149,741-92.7% | $118,914-90.9% | $158,982-93.2% |
| Participation rate | 20.0% | 82.1%-62.1pp | 75.4%-55.4pp | 82.0%-62.0pp |
| Annual return | 24.02% | 19.94%+4.1pp | 35.89%-11.9pp | 302.99%-279.0pp |
| Employer contribution / active EE | $0 | $4,119-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,227 | $5,226-76.5% | $4,266-71.2% | $5,983-79.5% |
| Admin fee / account holder | $56 | $8,607-99.3% | $6,582-99.1% | $11,252-99.5% |