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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 | $22,221 | $86,294-74.3% | $111,303-80.0% | $85,856-74.1% |
| Participation rate | 48.0% | 73.3%-25.3pp | 77.3%-29.3pp | 69.3%-21.3pp |
| Annual return | 13.21% | 19.99%-6.8pp | 54.66%-41.5pp | 318.58%-305.4pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $874 | $3,641-76.0% | $4,487-80.5% | $3,952-77.9% |
| Admin fee / account holder | $205 | $8,189-97.5% | $7,966-97.4% | $6,261-96.7% |