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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 | $15,958 | $75,058-78.7% | $152,301-89.5% | $64,340-75.2% |
| Participation rate | 10.4% | 60.9%-50.5pp | 82.4%-72.1pp | 55.2%-44.9pp |
| Annual return | 29.70% | 29.93%-0.2pp | 80.50%-50.8pp | 24.14%+5.6pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $760 | $5,041-84.9% | $8,004-90.5% | $2,980-74.5% |
| Admin fee / account holder | $199 | $4,050-95.1% | $14,398-98.6% | $3,703-94.6% |