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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 | $19,045 | $152,592-87.5% | $125,180-84.8% | $152,885-87.5% |
| Participation rate | 41.7% | 83.3%-41.7pp | 79.8%-38.1pp | 82.5%-40.8pp |
| Annual return | 17.57% | 54.84%-37.3pp | 43.79%-26.2pp | 345.39%-327.8pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $525 | $5,868-91.1% | $4,937-89.4% | $5,851-91.0% |
| Admin fee / account holder | $170 | $13,435-98.7% | $9,703-98.3% | $11,598-98.5% |