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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 | $10,797 | $102,429-89.5% | $147,096-92.7% | $80,925-86.7% |
| Participation rate | 34.1% | 75.9%-41.7pp | 82.2%-48.0pp | 67.7%-33.5pp |
| Annual return | 16.81% | 135.02%-118.2pp | 419.75%-402.9pp | 35.65%-18.8pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,659 | $6,649-75.0% | $8,071-79.4% | $4,299-61.4% |
| Admin fee / account holder | $281 | $7,957-96.5% | $13,005-97.8% | $6,940-95.9% |