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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 | $11,562 | $103,393-88.8% | $87,103-86.7% | $152,909-92.4% |
| Participation rate | 52.2% | 79.4%-27.2pp | 76.9%-24.7pp | 82.5%-30.3pp |
| Annual return | 14.23% | 28.10%-13.9pp | 28.19%-14.0pp | 345.46%-331.2pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,461 | $4,778-69.4% | $4,049-63.9% | $5,851-75.0% |
| Admin fee / account holder | $96 | $12,195-99.2% | $7,491-98.7% | $11,601-99.2% |