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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 | $12,463 | $67,602-81.6% | $82,312-84.9% | $70,126-82.2% |
| Participation rate | 36.0% | 72.8%-36.8pp | 76.9%-40.9pp | 69.5%-33.5pp |
| Annual return | 19.46% | 21.57%-2.1pp | 25.88%-6.4pp | 73.15%-53.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $489 | $2,987-83.6% | $3,706-86.8% | $3,332-85.3% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |