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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 | $9,272 | $65,364-85.8% | $92,909-90.0% | $72,975-87.3% |
| Participation rate | 17.9% | 68.3%-50.5pp | 76.0%-58.1pp | 69.5%-51.6pp |
| Annual return | 20.18% | 42.11%-21.9pp | 109.44%-89.3pp | 81.01%-60.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $384 | $3,128-87.7% | $4,238-90.9% | $3,608-89.4% |
| Admin fee / account holder | $129 | $4,251-97.0% | $5,795-97.8% | $5,124-97.5% |