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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 | $11,290 | $41,377-72.7% | $109,313-89.7% | $62,881-82.0% |
| Participation rate | 66.7% | 57.5%+9.1pp | 71.3%-4.6pp | 69.3%-2.6pp |
| Annual return | 9.12% | 11.05%-1.9pp | 22.07%-12.9pp | 20.14%-11.0pp |
| Employer contribution / active EE | $567 | $1,276-55.6% | $3,892-85.4% | $2,281-75.1% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |