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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 | $25,515 | $79,779-68.0% | $153,741-83.4% | $74,478-65.7% |
| Participation rate | 15.4% | 69.9%-54.6pp | 77.1%-61.7pp | 67.2%-51.8pp |
| Annual return | 15.37% | 15.08%+0.3pp | 15.71%-0.3pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $0 | $4,026-100.0% | $5,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $838 | $5,329-84.3% | $6,757-87.6% | $4,350-80.7% |
| Admin fee / account holder | $222 | $1,761-87.4% | $12,749-98.3% | $1,946-88.6% |