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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 | $28,083 | $94,031-70.1% | $115,768-75.7% | $82,448-65.9% |
| Participation rate | 38.5% | 70.4%-32.0pp | 74.4%-35.9pp | 68.1%-29.6pp |
| Annual return | 16.84% | 20.61%-3.8pp | 100.46%-83.6pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $591 | $3,972-85.1% | $4,917-88.0% | $4,139-85.7% |
| Admin fee / account holder | $95 | $10,249-99.1% | $12,439-99.2% | $7,234-98.7% |