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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 | $15,529 | $51,736-70.0% | $120,225-87.1% | $67,986-77.2% |
| Participation rate | 2.5% | 46.1%-43.5pp | 69.6%-67.0pp | 57.2%-54.7pp |
| Annual return | 15.22% | 31.98%-16.8pp | 439.23%-424.0pp | 31.67%-16.4pp |
| Employer contribution / active EE | $0 | $1,071-100.0% | $3,475-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $87 | $2,206-96.0% | $3,999-97.8% | $3,358-97.4% |
| Admin fee / account holder | $119 | $4,159-97.1% | $5,696-97.9% | $3,203-96.3% |