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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 | $11,405 | $72,273-84.2% | $101,275-88.7% | $79,856-85.7% |
| Participation rate | 22.5% | 68.5%-45.9pp | 75.8%-53.3pp | 69.6%-47.1pp |
| Annual return | 10.97% | 22.30%-11.3pp | 46.48%-35.5pp | 31.71%-20.7pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $532 | $3,282-83.8% | $4,371-87.8% | $3,741-85.8% |
| Admin fee / account holder | $85 | $4,401-98.1% | $5,948-98.6% | $5,306-98.4% |