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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 | $23,704 | $149,741-84.2% | $118,914-80.1% | $158,982-85.1% |
| Participation rate | 12.5% | 82.1%-69.6pp | 75.4%-62.9pp | 82.0%-69.5pp |
| Annual return | 6.36% | 19.94%-13.6pp | 35.89%-29.5pp | 302.99%-296.6pp |
| Employer contribution / active EE | $0 | $4,119-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $344 | $5,226-93.4% | $4,266-91.9% | $5,983-94.3% |
| Admin fee / account holder | $220 | $8,607-97.4% | $6,582-96.7% | $11,252-98.0% |