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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 | $17,134 | $99,652-82.8% | $78,778-78.3% | $147,586-88.4% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.2%-35.9pp | 82.8%-49.5pp |
| Annual return | 13.18% | 47.28%-34.1pp | 35.62%-22.4pp | 578.59%-565.4pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $545 | $3,664-85.1% | $2,958-81.6% | $5,439-90.0% |
| Admin fee / account holder | $41 | $7,155-99.4% | $5,134-99.2% | $10,886-99.6% |