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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 | $37,422-71.9% | $92,985-88.7% | $64,728-83.8% |
| Participation rate | 4.0% | 40.1%-36.1pp | 69.5%-65.5pp | 57.9%-53.9pp |
| Annual return | 22.59% | 20.66%+1.9pp | 27.99%-5.4pp | 49.38%-26.8pp |
| Employer contribution / active EE | $0 | $1,156-100.0% | $2,662-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $126 | $1,740-92.8% | $4,377-97.1% | $2,729-95.4% |
| Admin fee / account holder | $197 | $2,190-91.0% | $9,463-97.9% | $1,145-82.8% |