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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 | $12,536 | $85,171-85.3% | $172,753-92.7% | $72,976-82.8% |
| Participation rate | 20.6% | 70.1%-49.5pp | 82.6%-62.1pp | 69.5%-48.9pp |
| Annual return | 20.32% | 27.32%-7.0pp | 803.00%-782.7pp | 81.02%-60.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $326 | $3,260-90.0% | $5,198-93.7% | $3,608-91.0% |
| Admin fee / account holder | $63 | $5,880-98.9% | $13,956-99.5% | $5,124-98.8% |