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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 | $10,575 | $48,078-78.0% | $78,676-86.6% | $62,881-83.2% |
| Participation rate | 25.7% | 65.2%-39.5pp | 73.6%-47.9pp | 69.3%-43.6pp |
| Annual return | 6.17% | 31.36%-25.2pp | 62.19%-56.0pp | 20.14%-14.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $356 | $2,587-86.3% | $3,517-89.9% | $3,203-88.9% |
| Admin fee / account holder | $283 | $3,206-91.2% | $4,510-93.7% | $4,296-93.4% |