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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 | $12,364 | $46,877-73.6% | $122,354-89.9% | $70,126-82.4% |
| Participation rate | 15.4% | 58.2%-42.8pp | 71.6%-56.3pp | 69.5%-54.2pp |
| Annual return | 15.71% | 24.22%-8.5pp | 30.28%-14.6pp | 73.15%-57.4pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $575 | $2,167-73.5% | $3,287-82.5% | $3,332-82.8% |
| Admin fee / account holder | $230 | $3,324-93.1% | $5,479-95.8% | $4,645-95.0% |