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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 | $15,272 | $48,364-68.4% | $71,796-78.7% | $62,881-75.7% |
| Participation rate | 22.5% | 60.6%-38.1pp | 69.1%-46.6pp | 69.3%-46.8pp |
| Annual return | 9.81% | 13.16%-3.4pp | 78.04%-68.2pp | 20.14%-10.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $889 | $2,091-57.5% | $2,794-68.2% | $3,203-72.3% |
| Admin fee / account holder | $141 | $3,771-96.3% | $4,815-97.1% | $4,296-96.7% |