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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 | $9,591 | $157,829-93.9% | $136,867-93.0% | $198,609-95.2% |
| Participation rate | 58.8% | 77.2%-18.4pp | 74.5%-15.7pp | 82.4%-23.6pp |
| Annual return | 13.52% | 51.25%-37.7pp | 42.97%-29.5pp | 202.70%-189.2pp |
| Employer contribution / active EE | $1,454 | $3,923-62.9% | $3,547-59.0% | $5,055-71.2% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $67 | $11,107-99.4% | $10,340-99.4% | $19,030-99.7% |