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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 | $8,832 | $48,327-81.7% | $67,575-86.9% | $80,935-89.1% |
| Participation rate | 12.2% | 66.4%-54.2pp | 72.9%-60.7pp | 67.7%-55.5pp |
| Annual return | 15.12% | 18.31%-3.2pp | 3528.98%-3513.9pp | 35.66%-20.5pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $695 | $2,927-76.3% | $4,003-82.6% | $4,299-83.8% |
| Admin fee / account holder | $113 | $3,692-96.9% | $3,993-97.2% | $6,924-98.4% |