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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 | $52,581-70.5% | $130,788-88.1% | $64,340-75.9% |
| Participation rate | 2.5% | 46.5%-44.0pp | 70.1%-67.6pp | 55.2%-52.7pp |
| Annual return | 15.22% | 20.39%-5.2pp | 386.44%-371.2pp | 24.14%-8.9pp |
| Employer contribution / active EE | $0 | $1,031-100.0% | $3,558-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $87 | $2,200-96.0% | $4,137-97.9% | $2,980-97.1% |
| Admin fee / account holder | $119 | $4,583-97.4% | $6,673-98.2% | $3,703-96.8% |