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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 | $11,813 | $93,064-87.3% | $74,577-84.2% | $273,972-95.7% |
| Participation rate | 31.6% | 74.9%-43.4pp | 68.1%-36.5pp | 83.0%-51.4pp |
| Annual return | 6.60% | 26.18%-19.6pp | 20.47%-13.9pp | 41.46%-34.9pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $383 | $4,160-90.8% | $3,458-88.9% | $5,287-92.8% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |