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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 | $3,546 | $84,236-95.8% | $170,439-97.9% | $70,124-94.9% |
| Participation rate | 19.0% | 70.8%-51.8pp | 83.6%-64.6pp | 69.5%-50.5pp |
| Annual return | 29.59% | 23.06%+6.5pp | 205.94%-176.4pp | 73.14%-43.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $513 | $3,086-83.4% | $4,939-89.6% | $3,332-84.6% |
| Admin fee / account holder | $127 | $5,698-97.8% | $13,881-99.1% | $4,645-97.3% |