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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 | $8,154 | $60,504-86.5% | $81,882-90.0% | $74,478-89.1% |
| Participation rate | 23.3% | 62.9%-39.6pp | 72.4%-49.1pp | 67.2%-43.9pp |
| Annual return | 19.52% | 16.91%+2.6pp | 779.47%-760.0pp | 1370.56%-1351.0pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $514 | $3,400-84.9% | $4,323-88.1% | $4,350-88.2% |
| Admin fee / account holder | $59 | $1,492-96.0% | $7,360-99.2% | $1,946-97.0% |