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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 | $11,404 | $75,962-85.0% | $154,108-92.6% | $64,173-82.2% |
| Participation rate | 17.1% | 70.4%-53.3pp | 83.0%-66.0pp | 69.6%-52.5pp |
| Annual return | 8.96% | 30.32%-21.4pp | 735.21%-726.2pp | 7.63%+1.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $316 | $3,175-90.0% | $5,081-93.8% | $3,470-90.9% |
| Admin fee / account holder | $113 | $5,589-98.0% | $13,411-99.2% | $4,887-97.7% |