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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 | $13,634 | $69,977-80.5% | $108,582-87.4% | $62,881-78.3% |
| Participation rate | 22.5% | 72.9%-50.4pp | 79.6%-57.1pp | 69.3%-46.8pp |
| Annual return | 6.21% | 10.73%-4.5pp | -51.70%+57.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $417 | $3,165-86.8% | $4,311-90.3% | $3,203-87.0% |
| Admin fee / account holder | $266 | $5,076-94.8% | $7,645-96.5% | $4,296-93.8% |