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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 | $93,345-91.7% | $119,126-93.5% | $87,485-91.1% |
| Participation rate | 44.4% | 68.7%-24.3pp | 75.8%-31.3pp | 68.9%-24.5pp |
| Annual return | 16.95% | 19.08%-2.1pp | 282.11%-265.2pp | 26.06%-9.1pp |
| Employer contribution / active EE | $1,658 | $3,172-47.7% | $4,034-58.9% | $2,596-36.1% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $247 | $8,039-96.9% | $10,693-97.7% | $7,775-96.8% |