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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 | $14,259 | $84,236-83.1% | $170,435-91.6% | $70,126-79.7% |
| Participation rate | 25.0% | 70.8%-45.8pp | 83.6%-58.6pp | 69.5%-44.5pp |
| Annual return | 17.54% | 23.06%-5.5pp | 205.94%-188.4pp | 73.15%-55.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $310 | $3,086-89.9% | $4,939-93.7% | $3,332-90.7% |
| Admin fee / account holder | $58 | $5,698-99.0% | $13,881-99.6% | $4,645-98.8% |