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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 | $26,843 | $176,794-84.8% | $146,647-81.7% | $167,553-84.0% |
| Participation rate | 58.3% | 83.6%-25.3pp | 80.1%-21.7pp | 82.1%-23.8pp |
| Annual return | 13.72% | 24.04%-10.3pp | 22.75%-9.0pp | 478.89%-465.2pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,514 | $6,440-76.5% | $5,506-72.5% | $6,343-76.1% |
| Admin fee / account holder | $67 | $13,262-99.5% | $10,281-99.3% | $12,316-99.5% |