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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 | $9,596 | $106,905-91.0% | $84,020-88.6% | $152,885-93.7% |
| Participation rate | 9.5% | 75.2%-65.7pp | 69.0%-59.5pp | 82.5%-72.9pp |
| Annual return | 17.75% | 105.00%-87.2pp | 71.31%-53.6pp | 345.39%-327.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $140 | $4,012-96.5% | $3,239-95.7% | $5,851-97.6% |
| Admin fee / account holder | $50 | $8,287-99.4% | $6,101-99.2% | $11,598-99.6% |