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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 | $10,500 | $51,092-79.4% | $76,735-86.3% | $79,634-86.8% |
| Participation rate | 4.0% | 50.2%-46.2pp | 69.5%-65.5pp | 62.5%-58.5pp |
| Annual return | 22.59% | 18.04%+4.6pp | 29.77%-7.2pp | 36.46%-13.9pp |
| Employer contribution / active EE | $0 | $1,519-100.0% | $2,454-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $126 | $2,529-95.0% | $4,088-96.9% | $3,835-96.7% |
| Admin fee / account holder | $197 | $1,865-89.4% | $7,189-97.3% | $1,002-80.3% |