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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 | $8,281 | $77,638-89.3% | $156,551-94.7% | $62,881-86.8% |
| Participation rate | 25.5% | 71.2%-45.7pp | 84.0%-58.6pp | 69.3%-43.9pp |
| Annual return | 5.98% | 50.33%-44.3pp | 32.23%-26.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $348 | $3,046-88.6% | $4,871-92.9% | $3,203-89.1% |
| Admin fee / account holder | $186 | $5,561-96.6% | $13,028-98.6% | $4,296-95.7% |