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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 | $10,454 | $72,486-85.6% | $87,103-88.0% | $72,976-85.7% |
| Participation rate | 16.3% | 72.8%-56.5pp | 76.9%-60.5pp | 69.5%-53.2pp |
| Annual return | 110.91% | 24.46%+86.5pp | 28.19%+82.7pp | 81.02%+29.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $371 | $3,270-88.7% | $4,049-90.8% | $3,608-89.7% |
| Admin fee / account holder | $87 | $5,055-98.3% | $7,491-98.8% | $5,124-98.3% |