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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 | $11,040 | $78,707-86.0% | $117,861-90.6% | $70,126-84.3% |
| Participation rate | 43.1% | 73.2%-30.1pp | 79.7%-36.6pp | 69.5%-26.5pp |
| Annual return | 16.76% | 23.30%-6.5pp | 335.11%-318.3pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,317 | $3,297-60.1% | $4,482-70.6% | $3,332-60.5% |
| Admin fee / account holder | $0 | $5,066-100.0% | $8,021-100.0% | $4,645-100.0% |