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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 | $11,448 | $102,638-88.8% | $81,982-86.0% | $158,982-92.8% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.3%-29.3pp | 82.0%-42.0pp |
| Annual return | 12.87% | 61.05%-48.2pp | 41.31%-28.4pp | 302.99%-290.1pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $937 | $4,649-79.8% | $3,722-74.8% | $5,983-84.3% |
| Admin fee / account holder | $169 | $8,237-98.0% | $5,665-97.0% | $11,252-98.5% |