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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 | $19,630 | $118,708-83.5% | $98,920-80.2% | $158,966-87.7% |
| Participation rate | 57.1% | 77.8%-20.7pp | 76.0%-18.9pp | 82.0%-24.8pp |
| Annual return | 17.33% | 372.49%-355.2pp | 196.47%-179.1pp | 302.95%-285.6pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $574 | $5,089-88.7% | $4,245-86.5% | $5,983-90.4% |
| Admin fee / account holder | $101 | $10,134-99.0% | $6,643-98.5% | $11,250-99.1% |