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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 | $6,977 | $78,707-91.1% | $117,861-94.1% | $70,126-90.1% |
| Participation rate | 27.9% | 73.2%-45.3pp | 79.7%-51.8pp | 69.5%-41.7pp |
| Annual return | 25.03% | 23.30%+1.7pp | 335.11%-310.1pp | 73.15%-48.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $947 | $3,297-71.3% | $4,482-78.9% | $3,332-71.6% |
| Admin fee / account holder | $52 | $5,066-99.0% | $8,021-99.4% | $4,645-98.9% |