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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 | $12,310 | $84,236-85.4% | $170,435-92.8% | $70,126-82.4% |
| Participation rate | 20.8% | 70.8%-50.1pp | 83.6%-62.8pp | 69.5%-48.8pp |
| Annual return | 15.40% | 23.06%-7.7pp | 205.94%-190.5pp | 73.15%-57.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $574 | $3,086-81.4% | $4,939-88.4% | $3,332-82.8% |
| Admin fee / account holder | $201 | $5,698-96.5% | $13,881-98.5% | $4,645-95.7% |