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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 | $8,168 | $84,236-90.3% | $170,435-95.2% | $70,126-88.4% |
| Participation rate | 31.3% | 70.8%-39.6pp | 83.6%-52.3pp | 69.5%-38.3pp |
| Annual return | 14.89% | 23.06%-8.2pp | 205.94%-191.1pp | 73.15%-58.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $574 | $3,086-81.4% | $4,939-88.4% | $3,332-82.8% |
| Admin fee / account holder | $173 | $5,698-97.0% | $13,881-98.8% | $4,645-96.3% |