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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 | $21,579 | $152,612-85.9% | $125,192-82.8% | $152,897-85.9% |
| Participation rate | 46.2% | 83.3%-37.2pp | 79.8%-33.6pp | 82.5%-36.3pp |
| Annual return | 22.70% | 54.85%-32.1pp | 43.79%-21.1pp | 345.43%-322.7pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,092 | $5,868-81.4% | $4,937-77.9% | $5,851-81.3% |
| Admin fee / account holder | $246 | $13,437-98.2% | $9,704-97.5% | $11,599-97.9% |