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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 | $5,462 | $41,377-86.8% | $109,313-95.0% | $62,881-91.3% |
| Participation rate | 16.3% | 57.5%-41.3pp | 71.3%-55.0pp | 69.3%-53.0pp |
| Annual return | 13.90% | 11.05%+2.8pp | 22.07%-8.2pp | 20.14%-6.2pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $582 | $2,045-71.6% | $3,166-81.6% | $3,203-81.8% |
| Admin fee / account holder | $66 | $2,884-97.7% | $5,666-98.8% | $4,296-98.5% |