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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 | $10,022 | $65,364-84.7% | $92,909-89.2% | $72,975-86.3% |
| Participation rate | 27.1% | 68.3%-41.2pp | 76.0%-48.9pp | 69.5%-42.4pp |
| Annual return | 22.60% | 42.11%-19.5pp | 109.44%-86.8pp | 81.01%-58.4pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $449 | $3,128-85.7% | $4,238-89.4% | $3,608-87.6% |
| Admin fee / account holder | $21 | $4,251-99.5% | $5,795-99.6% | $5,124-99.6% |