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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 | $12,016 | $77,638-84.5% | $156,551-92.3% | $62,881-80.9% |
| Participation rate | 24.5% | 71.2%-46.7pp | 84.0%-59.5pp | 69.3%-44.8pp |
| Annual return | 6.43% | 50.33%-43.9pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $285 | $3,046-90.7% | $4,871-94.2% | $3,203-91.1% |
| Admin fee / account holder | $53 | $5,561-99.1% | $13,028-99.6% | $4,296-98.8% |