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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 | $6,125 | $79,209-92.3% | $102,434-94.0% | $74,459-91.8% |
| Participation rate | 26.7% | 74.8%-48.1pp | 76.5%-49.8pp | 67.2%-40.6pp |
| Annual return | 14.45% | 54.98%-40.5pp | 29.46%-15.0pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $916 | $4,417-79.3% | $5,055-81.9% | $4,350-78.9% |
| Admin fee / account holder | $290 | $2,002-85.5% | $9,462-96.9% | $1,945-85.1% |