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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 | $12,479 | $75,963-83.6% | $97,995-87.3% | $70,126-82.2% |
| Participation rate | 40.0% | 77.0%-37.0pp | 82.4%-42.4pp | 69.5%-29.5pp |
| Annual return | 14.31% | 19.26%-5.0pp | 23.94%-9.6pp | 73.15%-58.8pp |
| Employer contribution / active EE | $0 | $3,278-100.0% | $4,158-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,170 | $4,053-71.1% | $5,097-77.0% | $3,332-64.9% |
| Admin fee / account holder | $220 | $5,407-95.9% | $5,943-96.3% | $4,645-95.3% |