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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 | $18,369 | $65,034-71.8% | $90,970-79.8% | $79,856-77.0% |
| Participation rate | 16.7% | 61.6%-44.9pp | 69.0%-52.3pp | 69.6%-53.0pp |
| Annual return | 16.34% | 30.45%-14.1pp | 134.60%-118.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $760 | $2,512-69.7% | $3,373-77.5% | $3,741-79.7% |
| Admin fee / account holder | $20 | $4,536-99.6% | $5,961-99.7% | $5,306-99.6% |