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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 | $17,593 | $102,385-82.8% | $147,080-88.0% | $80,935-78.3% |
| Participation rate | 23.7% | 75.9%-52.2pp | 82.2%-58.5pp | 67.7%-44.0pp |
| Annual return | 15.83% | 135.09%-119.3pp | 420.17%-404.3pp | 35.66%-19.8pp |
| Employer contribution / active EE | $914 | $3,717-75.4% | $4,933-81.5% | $2,757-66.8% |
| Participant deferral / active EE | $1,316 | $6,651-80.2% | $8,066-83.7% | $4,299-69.4% |
| Admin fee / account holder | $154 | $7,951-98.1% | $12,989-98.8% | $6,924-97.8% |