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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 | $9,918 | $70,418-85.9% | $96,570-89.7% | $85,847-88.4% |
| Participation rate | 61.9% | 61.8%+0.1pp | 69.8%-7.9pp | 69.3%-7.4pp |
| Annual return | 12.45% | 18.59%-6.1pp | 37.79%-25.3pp | 318.61%-306.2pp |
| Employer contribution / active EE | $510 | $1,413-63.9% | $2,357-78.4% | $2,565-80.1% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $220 | $4,995-95.6% | $6,182-96.4% | $6,261-96.5% |