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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 | $11,411 | $102,422-88.9% | $147,117-92.2% | $80,959-85.9% |
| Participation rate | 19.2% | 75.9%-56.6pp | 82.2%-63.0pp | 67.7%-48.4pp |
| Annual return | 13.01% | 135.16%-122.1pp | 420.54%-407.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $454 | $6,652-93.2% | $8,065-94.4% | $4,300-89.5% |
| Admin fee / account holder | $40 | $7,953-99.5% | $12,993-99.7% | $6,925-99.4% |