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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 | $6,408 | $61,338-89.6% | $149,717-95.7% | $71,495-91.0% |
| Participation rate | 16.7% | 62.5%-45.9pp | 78.8%-62.1pp | 67.9%-51.3pp |
| Annual return | 28.58% | 35.86%-7.3pp | 134.41%-105.8pp | 28.85%-0.3pp |
| Employer contribution / active EE | $0 | $2,381-100.0% | $4,820-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $662 | $2,919-77.3% | $5,682-88.3% | $4,291-84.6% |
| Admin fee / account holder | $141 | $1,263-88.8% | $13,213-98.9% | $1,588-91.1% |