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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 | $4,413 | $100,139-95.6% | $85,187-94.8% | $145,884-97.0% |
| Participation rate | 35.7% | 74.1%-38.4pp | 67.5%-31.8pp | 80.3%-44.6pp |
| Annual return | 13.61% | 84.15%-70.5pp | 66.67%-53.1pp | 551.85%-538.2pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $561 | $5,296-89.4% | $4,525-87.6% | $6,690-91.6% |
| Admin fee / account holder | $115 | $7,262-98.4% | $6,162-98.1% | $13,392-99.1% |