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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 | $11,920 | $88,672-86.6% | $105,223-88.7% | $82,448-85.5% |
| Participation rate | 14.1% | 67.9%-53.9pp | 75.0%-61.0pp | 68.1%-54.0pp |
| Annual return | 25.99% | 30.86%-4.9pp | 180.65%-154.7pp | 41.64%-15.6pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,515 | $4,036-62.5% | $5,072-70.1% | $4,139-63.4% |
| Admin fee / account holder | $268 | $7,146-96.3% | $8,859-97.0% | $7,234-96.3% |