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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 | $13,382 | $125,797-89.4% | $170,057-92.1% | $75,177-82.2% |
| Participation rate | 5.1% | 83.6%-78.5pp | 87.0%-81.9pp | 67.2%-62.1pp |
| Annual return | 22.67% | 27.20%-4.5pp | 53.42%-30.7pp | 160.75%-138.1pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $229 | $6,838-96.7% | $10,411-97.8% | $4,126-94.5% |
| Admin fee / account holder | $11 | $8,177-99.9% | $12,826-99.9% | $5,651-99.8% |