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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 | $14,694 | $98,760-85.1% | $149,715-90.2% | $79,858-81.6% |
| Participation rate | 24.6% | 75.8%-51.2pp | 82.5%-57.9pp | 69.6%-45.0pp |
| Annual return | 17.67% | 27.43%-9.8pp | 276.66%-259.0pp | 31.72%-14.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $661 | $5,681-88.4% | $6,842-90.3% | $3,740-82.3% |
| Admin fee / account holder | $224 | $6,053-96.3% | $9,310-97.6% | $5,306-95.8% |