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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 | $13,547 | $91,559-85.2% | $133,971-89.9% | $79,852-83.0% |
| Participation rate | 34.8% | 73.3%-38.6pp | 79.8%-45.1pp | 69.6%-34.9pp |
| Annual return | 26.33% | 61.85%-35.5pp | 45.09%-18.8pp | 31.72%-5.4pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,318 | $3,734-64.7% | $5,047-73.9% | $3,740-64.8% |
| Admin fee / account holder | $6 | $6,321-99.9% | $8,929-99.9% | $5,306-99.9% |