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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 | $9,737 | $56,287-82.7% | $80,977-88.0% | $62,881-84.5% |
| Participation rate | 33.9% | 68.9%-35.0pp | 75.8%-41.9pp | 69.3%-35.4pp |
| Annual return | 13.75% | 22.13%-8.4pp | 17.11%-3.4pp | 20.14%-6.4pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,633 | $4,196-61.1% | $5,696-71.3% | $3,203-49.0% |
| Admin fee / account holder | $199 | $3,742-94.7% | $5,517-96.4% | $4,296-95.4% |