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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 | $14,164 | $78,423-81.9% | $95,964-85.2% | $79,856-82.3% |
| Participation rate | 12.9% | 73.5%-60.6pp | 77.1%-64.2pp | 69.6%-56.7pp |
| Annual return | 75.98% | 19.37%+56.6pp | 91.64%-15.7pp | 31.71%+44.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $506 | $3,440-85.3% | $4,167-87.9% | $3,741-86.5% |
| Admin fee / account holder | $42 | $5,622-99.2% | $6,797-99.4% | $5,306-99.2% |