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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 | $12,180 | $96,558-87.4% | $80,977-85.0% | $273,972-95.6% |
| Participation rate | 35.3% | 79.1%-43.8pp | 75.8%-40.5pp | 83.0%-47.7pp |
| Annual return | 8.07% | 15.14%-7.1pp | 17.11%-9.0pp | 41.46%-33.4pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $440 | $6,598-93.3% | $5,696-92.3% | $5,287-91.7% |
| Admin fee / account holder | $299 | $7,493-96.0% | $5,517-94.6% | $10,133-97.1% |