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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 | $14,498 | $219,709-93.4% | $109,173-86.7% | - |
| Participation rate | 44.4% | 61.5%-17.1pp | 75.9%-31.4pp | - |
| Annual return | 15.53% | 14.84%+0.7pp | 25.75%-10.2pp | - |
| Employer contribution / active EE | $0 | $2,247-100.0% | $3,723-100.0% | - |
| Participant deferral / active EE | $948 | $3,260-70.9% | $4,654-79.6% | - |
| Admin fee / account holder | $142 | $13,236-98.9% | $6,755-97.9% | - |