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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 | $9,161 | $157,829-94.2% | $136,867-93.3% | $198,609-95.4% |
| Participation rate | 25.0% | 77.2%-52.2pp | 74.5%-49.5pp | 82.4%-57.4pp |
| Annual return | 16.98% | 51.25%-34.3pp | 42.97%-26.0pp | 202.70%-185.7pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $536 | $5,463-90.2% | $4,924-89.1% | $6,977-92.3% |
| Admin fee / account holder | $20 | $11,107-99.8% | $10,340-99.8% | $19,030-99.9% |