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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 | $14,798 | $83,485-82.3% | $125,195-88.2% | $72,976-79.7% |
| Participation rate | 34.1% | 73.3%-39.2pp | 79.8%-45.6pp | 69.5%-35.3pp |
| Annual return | 21.10% | 25.77%-4.7pp | 43.79%-22.7pp | 81.02%-59.9pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $432 | $3,586-87.9% | $4,937-91.2% | $3,608-88.0% |
| Admin fee / account holder | $20 | $5,518-99.6% | $9,704-99.8% | $5,124-99.6% |