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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 | $14,453 | $63,346-77.2% | $92,240-84.3% | $70,126-79.4% |
| Participation rate | 17.1% | 68.7%-51.5pp | 76.5%-59.3pp | 69.5%-52.4pp |
| Annual return | 18.71% | 530.19%-511.5pp | 176.29%-157.6pp | 73.15%-54.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $658 | $2,854-76.9% | $3,897-83.1% | $3,332-80.2% |
| Admin fee / account holder | $35 | $3,841-99.1% | $5,194-99.3% | $4,645-99.3% |