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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 | $13,008 | $86,949-85.0% | $102,460-87.3% | $80,959-83.9% |
| Participation rate | 12.5% | 72.4%-59.9pp | 76.5%-64.0pp | 67.7%-55.2pp |
| Annual return | 12.20% | 18.89%-6.7pp | 29.47%-17.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $309 | $4,121-92.5% | $5,056-93.9% | $4,300-92.8% |
| Admin fee / account holder | $62 | $8,048-99.2% | $9,460-99.3% | $6,925-99.1% |