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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 | $7,028 | $53,841-86.9% | $75,731-90.7% | $85,851-91.8% |
| Participation rate | 11.1% | 69.0%-57.9pp | 74.8%-63.7pp | 69.3%-58.2pp |
| Annual return | 36.32% | 24.54%+11.8pp | 104.65%-68.3pp | 318.63%-282.3pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $269 | $2,895-90.7% | $3,820-93.0% | $3,952-93.2% |
| Admin fee / account holder | $20 | $3,340-99.4% | $3,620-99.4% | $6,261-99.7% |