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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 | $101,950-72.5% | $125,529-77.6% | $86,983-67.7% |
| Participation rate | 38.5% | 70.2%-31.7pp | 74.7%-36.3pp | 69.5%-31.1pp |
| Annual return | 16.84% | 18.29%-1.4pp | 202.56%-185.7pp | 25.83%-9.0pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $591 | $3,862-84.7% | $4,813-87.7% | $4,194-85.9% |
| Admin fee / account holder | $95 | $12,791-99.3% | $16,298-99.4% | $7,856-98.8% |