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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 | $23,581 | $102,429-77.0% | $147,096-84.0% | $80,925-70.9% |
| Participation rate | 24.0% | 75.9%-51.9pp | 82.2%-58.2pp | 67.7%-43.7pp |
| Annual return | 16.27% | 135.02%-118.8pp | 419.75%-403.5pp | 35.65%-19.4pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,839 | $6,649-72.3% | $8,071-77.2% | $4,299-57.2% |
| Admin fee / account holder | $186 | $7,957-97.7% | $13,005-98.6% | $6,940-97.3% |