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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 | $13,324 | $84,236-84.2% | $170,435-92.2% | $70,126-81.0% |
| Participation rate | 19.4% | 70.8%-51.4pp | 83.6%-64.2pp | 69.5%-50.1pp |
| Annual return | 16.93% | 23.06%-6.1pp | 205.94%-189.0pp | 73.15%-56.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $437 | $3,086-85.9% | $4,939-91.2% | $3,332-86.9% |
| Admin fee / account holder | $228 | $5,698-96.0% | $13,881-98.4% | $4,645-95.1% |