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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 | $12,804 | $46,877-72.7% | $122,354-89.5% | $70,126-81.7% |
| Participation rate | 14.6% | 58.2%-43.6pp | 71.6%-57.0pp | 69.5%-54.9pp |
| Annual return | 23.38% | 24.22%-0.8pp | 30.28%-6.9pp | 73.15%-49.8pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $395 | $2,167-81.8% | $3,287-88.0% | $3,332-88.1% |
| Admin fee / account holder | $127 | $3,324-96.2% | $5,479-97.7% | $4,645-97.3% |