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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 | $12,394 | $89,370-86.1% | $141,197-91.2% | $72,976-83.0% |
| Participation rate | 54.3% | 75.1%-20.8pp | 82.5%-28.2pp | 69.5%-15.2pp |
| Annual return | 35.00% | 111.88%-76.9pp | 71.41%-36.4pp | 81.02%-46.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,024 | $5,419-62.6% | $6,710-69.8% | $3,608-43.9% |
| Admin fee / account holder | $284 | $5,957-95.2% | $10,265-97.2% | $5,124-94.5% |