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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 | $4,054 | $93,345-95.7% | $119,126-96.6% | $87,485-95.4% |
| Participation rate | 54.3% | 68.7%-14.5pp | 75.8%-21.5pp | 68.9%-14.6pp |
| Annual return | 18.62% | 19.08%-0.5pp | 282.11%-263.5pp | 26.06%-7.4pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $916 | $4,099-77.6% | $5,318-82.8% | $4,274-78.6% |
| Admin fee / account holder | $219 | $8,039-97.3% | $10,693-98.0% | $7,775-97.2% |