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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 | $10,997 | $115,810-90.5% | $101,271-89.1% | $158,966-93.1% |
| Participation rate | 12.5% | 79.4%-66.9pp | 75.8%-63.3pp | 82.0%-69.5pp |
| Annual return | 13.02% | 56.15%-43.1pp | 46.48%-33.5pp | 302.95%-289.9pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $582 | $4,958-88.3% | $4,371-86.7% | $5,983-90.3% |
| Admin fee / account holder | $259 | $7,248-96.4% | $5,948-95.6% | $11,250-97.7% |