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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 | $14,809 | $36,002-58.9% | $161,489-90.8% | $64,728-77.1% |
| Participation rate | 5.8% | 57.4%-51.6pp | 78.7%-72.9pp | 57.9%-52.1pp |
| Annual return | 25.77% | 33.93%-8.2pp | 89.72%-63.9pp | 49.38%-23.6pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $283 | $1,815-84.4% | $5,630-95.0% | $2,729-89.6% |
| Admin fee / account holder | $286 | $931-69.3% | $16,006-98.2% | $1,145-75.1% |