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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 | $5,749 | $125,184-95.4% | $105,607-94.6% | $145,884-96.1% |
| Participation rate | 28.6% | 77.6%-49.1pp | 75.3%-46.7pp | 80.3%-51.7pp |
| Annual return | 12.88% | 225.00%-212.1pp | 116.11%-103.2pp | 551.85%-539.0pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $768 | $5,714-86.6% | $5,011-84.7% | $6,690-88.5% |
| Admin fee / account holder | $87 | $17,133-99.5% | $10,958-99.2% | $13,392-99.3% |