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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 | $11,214 | $107,353-89.6% | $92,903-87.9% | $152,885-92.7% |
| Participation rate | 45.5% | 79.8%-34.3pp | 76.0%-30.5pp | 82.5%-37.0pp |
| Annual return | 16.52% | 145.62%-129.1pp | 109.43%-92.9pp | 345.39%-328.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $186 | $4,848-96.2% | $4,238-95.6% | $5,851-96.8% |
| Admin fee / account holder | $203 | $7,081-97.1% | $5,795-96.5% | $11,598-98.3% |