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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 | $26,310 | $110,483-76.2% | $145,433-81.9% | $79,634-67.0% |
| Participation rate | 18.9% | 71.1%-52.2pp | 82.1%-63.2pp | 62.5%-43.5pp |
| Annual return | 17.34% | 24.62%-7.3pp | 66.58%-49.2pp | 36.46%-19.1pp |
| Employer contribution / active EE | $0 | $4,053-100.0% | $4,554-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $923 | $7,216-87.2% | $7,897-88.3% | $3,835-75.9% |
| Admin fee / account holder | $279 | $680-59.0% | $13,129-97.9% | $1,002-72.2% |