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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 | $11,962 | $78,015-84.7% | $178,505-93.3% | $80,959-85.2% |
| Participation rate | 3.0% | 65.7%-62.6pp | 77.1%-74.1pp | 67.7%-64.6pp |
| Annual return | 12.32% | 18.10%-5.8pp | 27.16%-14.8pp | 35.67%-23.3pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $49 | $4,406-98.9% | $6,280-99.2% | $4,300-98.9% |
| Admin fee / account holder | $287 | $7,160-96.0% | $10,428-97.2% | $6,925-95.9% |