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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 | $16,864 | $36,904-54.3% | $158,223-89.3% | $65,191-74.1% |
| Participation rate | 5.5% | 62.1%-56.6pp | 79.2%-73.7pp | 63.0%-57.5pp |
| Annual return | 20.96% | 24.43%-3.5pp | 52.09%-31.1pp | 51.24%-30.3pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,109-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $316 | $1,936-83.7% | $5,467-94.2% | $2,671-88.2% |
| Admin fee / account holder | $109 | $793-86.3% | $16,047-99.3% | $907-88.0% |