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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 | $8,458 | $77,460-89.1% | $100,378-91.6% | $80,925-89.5% |
| Participation rate | 42.1% | 76.9%-34.8pp | 81.5%-39.4pp | 67.7%-25.6pp |
| Annual return | 84.69% | 37.24%+47.5pp | 49.41%+35.3pp | 35.65%+49.0pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,877 | $6,818-72.5% | $8,087-76.8% | $4,299-56.3% |
| Admin fee / account holder | $49 | $5,887-99.2% | $7,899-99.4% | $6,940-99.3% |