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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 | $9,503 | $77,920-87.8% | $149,723-93.7% | $75,177-87.4% |
| Participation rate | 25.7% | 65.6%-39.9pp | 78.8%-53.1pp | 67.2%-41.5pp |
| Annual return | 14.13% | 31.72%-17.6pp | 134.50%-120.4pp | 160.75%-146.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $273 | $3,411-92.0% | $5,682-95.2% | $4,126-93.4% |
| Admin fee / account holder | $233 | $5,951-96.1% | $13,215-98.2% | $5,651-95.9% |