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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 | $6,321 | $69,511-90.9% | $94,664-93.3% | $71,511-91.2% |
| Participation rate | 28.3% | 78.4%-50.1pp | 80.8%-52.5pp | 67.9%-39.6pp |
| Annual return | 73.44% | 29.67%+43.8pp | 156.84%-83.4pp | 28.86%+44.6pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,199 | $7,348-83.7% | $7,417-83.8% | $4,291-72.0% |
| Admin fee / account holder | $122 | $1,211-89.9% | $7,222-98.3% | $1,588-92.3% |