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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 | $15,274 | $89,259-82.9% | $107,187-85.8% | $82,637-81.5% |
| Participation rate | 34.5% | 67.9%-33.4pp | 75.0%-40.5pp | 68.1%-33.6pp |
| Annual return | 20.28% | 21.02%-0.7pp | 204.55%-184.3pp | 53.51%-33.2pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,224 | $4,037-69.7% | $5,096-76.0% | $4,126-70.3% |
| Admin fee / account holder | $271 | $7,381-96.3% | $9,162-97.0% | $7,339-96.3% |