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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 | $11,050 | $60,349-81.7% | $74,184-85.1% | $62,881-82.4% |
| Participation rate | 21.6% | 72.7%-51.1pp | 76.6%-55.0pp | 69.3%-47.7pp |
| Annual return | 9.51% | 21.38%-11.9pp | 17.74%-8.2pp | 20.14%-10.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $271 | $2,856-90.5% | $3,550-92.4% | $3,203-91.5% |
| Admin fee / account holder | $64 | $4,261-98.5% | $5,586-98.9% | $4,296-98.5% |