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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 | $13,627 | $55,457-75.4% | $77,361-82.4% | $94,015-85.5% |
| Participation rate | 13.8% | 69.8%-56.1pp | 75.0%-61.2pp | 70.8%-57.1pp |
| Annual return | 22.07% | 15.57%+6.5pp | 1011.54%-989.5pp | 17.84%+4.2pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $630 | $3,069-79.5% | $3,911-83.9% | $4,249-85.2% |
| Admin fee / account holder | $19 | $4,334-99.6% | $5,894-99.7% | $8,951-99.8% |