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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 | $11,036 | $76,551-85.6% | $123,894-91.1% | $62,881-82.4% |
| Participation rate | 4.8% | 73.0%-68.2pp | 81.4%-76.6pp | 69.3%-64.5pp |
| Annual return | 6.47% | 18.68%-12.2pp | 47.52%-41.0pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $485 | $4,840-90.0% | $5,984-91.9% | $3,203-84.9% |
| Admin fee / account holder | $50 | $4,826-99.0% | $8,357-99.4% | $4,296-98.8% |