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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 | $15,961 | $79,961-80.0% | $98,462-83.8% | $75,177-78.8% |
| Participation rate | 20.0% | 70.4%-50.4pp | 75.2%-55.2pp | 67.2%-47.2pp |
| Annual return | 13.83% | 19.75%-5.9pp | 21.17%-7.3pp | 160.75%-146.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $439 | $3,753-88.3% | $4,738-90.7% | $4,126-89.4% |
| Admin fee / account holder | $0 | $6,842-100.0% | $8,875-100.0% | $5,651-100.0% |