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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 | $15,345 | $56,121-72.7% | $92,985-83.5% | $64,340-76.2% |
| Participation rate | 8.7% | 44.9%-36.3pp | 69.5%-60.8pp | 55.2%-46.6pp |
| Annual return | 13.73% | 19.19%-5.5pp | 27.99%-14.3pp | 24.14%-10.4pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,662-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $304 | $2,362-87.1% | $4,377-93.1% | $2,980-89.8% |
| Admin fee / account holder | $141 | $6,869-97.9% | $9,463-98.5% | $3,703-96.2% |