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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 | $23,348 | $78,707-70.3% | $117,861-80.2% | $70,126-66.7% |
| Participation rate | 25.0% | 73.2%-48.2pp | 79.7%-54.7pp | 69.5%-44.5pp |
| Annual return | 18.14% | 23.30%-5.2pp | 335.11%-317.0pp | 73.15%-55.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $812 | $3,297-75.4% | $4,482-81.9% | $3,332-75.6% |
| Admin fee / account holder | $23 | $5,066-99.5% | $8,021-99.7% | $4,645-99.5% |