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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 | $12,630 | $154,193-91.8% | $130,045-90.3% | $139,466-90.9% |
| Participation rate | 31.3% | 82.0%-50.7pp | 78.5%-47.3pp | 80.3%-49.1pp |
| Annual return | 18.23% | 32.51%-14.3pp | -137.30%+155.5pp | 373.66%-355.4pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,708 | $6,709-74.5% | $5,820-70.7% | $6,712-74.6% |
| Admin fee / account holder | $235 | $13,989-98.3% | $10,600-97.8% | $11,409-97.9% |