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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 | $3,208 | $91,559-96.5% | $133,971-97.6% | $79,852-96.0% |
| Participation rate | 25.6% | 73.3%-47.7pp | 79.8%-54.2pp | 69.6%-44.0pp |
| Annual return | 21.37% | 61.85%-40.5pp | 45.09%-23.7pp | 31.72%-10.4pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $289 | $3,734-92.2% | $5,047-94.3% | $3,740-92.3% |
| Admin fee / account holder | $175 | $6,321-97.2% | $8,929-98.0% | $5,306-96.7% |