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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 | $10,289 | $107,944-90.5% | $91,994-88.8% | $152,885-93.3% |
| Participation rate | 30.8% | 81.2%-50.4pp | 78.6%-47.9pp | 82.5%-51.7pp |
| Annual return | 34.35% | 89.26%-54.9pp | 69.03%-34.7pp | 345.39%-311.0pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,647 | $6,365-74.1% | $5,923-72.2% | $5,851-71.8% |
| Admin fee / account holder | $20 | $10,521-99.8% | $7,743-99.7% | $11,598-99.8% |