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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 | $5,377 | $78,428-93.1% | $95,960-94.4% | $79,852-93.3% |
| Participation rate | 28.6% | 73.5%-44.9pp | 77.1%-48.5pp | 69.6%-41.1pp |
| Annual return | 34.47% | 19.37%+15.1pp | 91.63%-57.2pp | 31.72%+2.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,119 | $3,440-67.5% | $4,167-73.1% | $3,740-70.1% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,797-100.0% | $5,306-100.0% |