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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 | $9,616 | $110,240-91.3% | $96,544-90.0% | $139,487-93.1% |
| Participation rate | 27.3% | 78.1%-50.9pp | 76.0%-48.7pp | 80.3%-53.1pp |
| Annual return | 10.59% | 26.41%-15.8pp | 25.88%-15.3pp | 373.84%-363.3pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $860 | $5,549-84.5% | $4,851-82.3% | $6,713-87.2% |
| Admin fee / account holder | $25 | $11,602-99.8% | $8,254-99.7% | $11,407-99.8% |