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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 | $8,511 | $78,423-89.1% | $95,964-91.1% | $79,856-89.3% |
| Participation rate | 25.9% | 73.5%-47.6pp | 77.1%-51.2pp | 69.6%-43.7pp |
| Annual return | 14.60% | 19.37%-4.8pp | 91.64%-77.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $635 | $3,440-81.5% | $4,167-84.8% | $3,741-83.0% |
| Admin fee / account holder | $57 | $5,622-99.0% | $6,797-99.2% | $5,306-98.9% |