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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 | $13,868 | $84,236-83.5% | $170,435-91.9% | $70,126-80.2% |
| Participation rate | 26.0% | 70.8%-44.8pp | 83.6%-57.6pp | 69.5%-43.5pp |
| Annual return | 14.22% | 23.06%-8.8pp | 205.94%-191.7pp | 73.15%-58.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $643 | $3,086-79.2% | $4,939-87.0% | $3,332-80.7% |
| Admin fee / account holder | $12 | $5,698-99.8% | $13,881-99.9% | $4,645-99.7% |