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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 | $4,530 | $78,707-94.2% | $117,861-96.2% | $70,126-93.5% |
| Participation rate | 61.5% | 73.2%-11.7pp | 79.7%-18.1pp | 69.5%-8.0pp |
| Annual return | 18.36% | 23.30%-4.9pp | 335.11%-316.7pp | 73.15%-54.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,183 | $3,297-64.1% | $4,482-73.6% | $3,332-64.5% |
| Admin fee / account holder | $239 | $5,066-95.3% | $8,021-97.0% | $4,645-94.9% |