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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 | $15,584 | $54,541-71.4% | $78,778-80.2% | $70,126-77.8% |
| Participation rate | 53.5% | 60.8%-7.3pp | 69.2%-15.7pp | 69.5%-16.1pp |
| Annual return | 20.99% | 21.07%-0.1pp | 35.62%-14.6pp | 73.15%-52.2pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $895 | $2,210-59.5% | $2,958-69.8% | $3,332-73.1% |
| Admin fee / account holder | $68 | $3,709-98.2% | $5,134-98.7% | $4,645-98.5% |