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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 | $12,210 | $138,393-91.2% | $184,256-93.4% | $80,959-84.9% |
| Participation rate | 16.1% | 83.9%-67.8pp | 86.8%-70.7pp | 67.7%-51.5pp |
| Annual return | 17.99% | 20.01%-2.0pp | 28.85%-10.9pp | 35.67%-17.7pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $436 | $7,076-93.8% | $9,133-95.2% | $4,300-89.9% |
| Admin fee / account holder | $20 | $10,489-99.8% | $13,899-99.9% | $6,925-99.7% |