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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 | $7,160 | $89,367-92.0% | $141,191-94.9% | $72,975-90.2% |
| Participation rate | 20.8% | 75.1%-54.3pp | 82.5%-61.7pp | 69.5%-48.7pp |
| Annual return | 91.15% | 111.87%-20.7pp | 71.41%+19.7pp | 81.01%+10.1pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $545 | $5,419-89.9% | $6,710-91.9% | $3,608-84.9% |
| Admin fee / account holder | $177 | $5,957-97.0% | $10,264-98.3% | $5,124-96.5% |