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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 | $12,539 | $62,583-80.0% | $76,767-83.7% | $64,173-80.5% |
| Participation rate | 13.6% | 72.8%-59.2pp | 77.0%-63.3pp | 69.6%-55.9pp |
| Annual return | 10.90% | -1.95%+12.9pp | 2.43%+8.5pp | 7.63%+3.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $298 | $3,145-90.5% | $3,852-92.3% | $3,470-91.4% |
| Admin fee / account holder | $232 | $4,667-95.0% | $6,675-96.5% | $4,887-95.2% |