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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 | $11,128 | $51,283-78.3% | $95,728-88.4% | $71,495-84.4% |
| Participation rate | 7.2% | 63.1%-55.9pp | 72.3%-65.1pp | 67.9%-60.7pp |
| Annual return | 51.09% | 25.25%+25.8pp | 28.40%+22.7pp | 28.85%+22.2pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,835-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $251 | $3,365-92.5% | $4,245-94.1% | $4,291-94.2% |
| Admin fee / account holder | $276 | $1,135-75.6% | $5,673-95.1% | $1,588-82.6% |