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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 | $9,882 | $48,078-79.4% | $78,676-87.4% | $62,881-84.3% |
| Participation rate | 57.6% | 65.2%-7.6pp | 73.6%-15.9pp | 69.3%-11.7pp |
| Annual return | 9.21% | 31.36%-22.1pp | 62.19%-53.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $692 | $2,587-73.3% | $3,517-80.3% | $3,203-78.4% |
| Admin fee / account holder | $124 | $3,206-96.1% | $4,510-97.3% | $4,296-97.1% |