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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 | $12,425 | $77,896-84.0% | $134,172-90.7% | $82,448-84.9% |
| Participation rate | 34.6% | 62.8%-28.2pp | 72.5%-37.9pp | 68.1%-33.5pp |
| Annual return | 73.91% | 18.21%+55.7pp | 25.30%+48.6pp | 41.64%+32.3pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $811 | $3,162-74.3% | $4,690-82.7% | $4,139-80.4% |
| Admin fee / account holder | $82 | $6,336-98.7% | $12,016-99.3% | $7,234-98.9% |