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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 | $9,901 | $84,236-88.2% | $170,435-94.2% | $70,126-85.9% |
| Participation rate | 23.9% | 70.8%-46.9pp | 83.6%-59.7pp | 69.5%-45.6pp |
| Annual return | 15.96% | 23.06%-7.1pp | 205.94%-190.0pp | 73.15%-57.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $200 | $3,086-93.5% | $4,939-96.0% | $3,332-94.0% |
| Admin fee / account holder | $242 | $5,698-95.8% | $13,881-98.3% | $4,645-94.8% |