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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 | $11,056 | $50,554-78.1% | $67,681-83.7% | $87,485-87.4% |
| Participation rate | 36.4% | 67.7%-31.4pp | 73.7%-37.4pp | 68.9%-32.6pp |
| Annual return | 17.87% | 17.81%+0.1pp | 590.58%-572.7pp | 26.06%-8.2pp |
| Employer contribution / active EE | $2,106 | $1,988+5.9% | $2,678-21.4% | $2,596-18.9% |
| Participant deferral / active EE | $30 | $2,961-99.0% | $3,976-99.2% | $4,274-99.3% |
| Admin fee / account holder | $20 | $4,132-99.5% | $6,100-99.7% | $7,775-99.7% |