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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 | $7,751 | $88,672-91.3% | $105,223-92.6% | $82,448-90.6% |
| Participation rate | 44.4% | 67.9%-23.5pp | 75.0%-30.6pp | 68.1%-23.6pp |
| Annual return | 16.95% | 30.86%-13.9pp | 180.65%-163.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,658 | $3,048-45.6% | $3,689-55.0% | $2,551-35.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $247 | $7,146-96.5% | $8,859-97.2% | $7,234-96.6% |