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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 | $16,988 | $82,674-79.5% | $125,381-86.5% | $68,486-75.2% |
| Participation rate | 13.4% | 75.1%-61.6pp | 82.4%-68.9pp | 67.9%-54.5pp |
| Annual return | 18.36% | -5.97%+24.3pp | 572.31%-553.9pp | -7.85%+26.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,444 | $6,111-76.4% | $7,448-80.6% | $4,028-64.1% |
| Admin fee / account holder | $249 | $6,277-96.0% | $10,007-97.5% | $5,404-95.4% |