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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 | $8,346 | $136,860-93.9% | $120,344-93.1% | $154,746-94.6% |
| Participation rate | 25.0% | 79.9%-54.9pp | 76.7%-51.7pp | 80.7%-55.7pp |
| Annual return | 20.83% | 21.38%-0.5pp | 20.30%+0.5pp | 172.34%-151.5pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,091 | $5,793-81.2% | $5,135-78.8% | $6,730-83.8% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |