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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 | $21,132 | $88,183-76.0% | $107,187-80.3% | $71,012-70.2% |
| Participation rate | 1.1% | 67.5%-66.4pp | 75.0%-73.9pp | 58.6%-57.5pp |
| Annual return | 20.29% | 16.47%+3.8pp | 204.55%-184.3pp | 37.67%-17.4pp |
| Employer contribution / active EE | $0 | $3,914-100.0% | $3,782-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $70 | $3,079-97.7% | $5,096-98.6% | $3,246-97.9% |
| Admin fee / account holder | $88 | $1,430-93.9% | $9,162-99.0% | $1,167-92.5% |