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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 | $11,133 | $43,496-74.4% | $161,489-93.1% | $64,340-82.7% |
| Participation rate | 8.7% | 53.5%-44.8pp | 78.7%-70.0pp | 55.2%-46.5pp |
| Annual return | 13.75% | 20.76%-7.0pp | 89.72%-76.0pp | 24.14%-10.4pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $203 | $1,996-89.8% | $5,630-96.4% | $2,980-93.2% |
| Admin fee / account holder | $273 | $2,330-88.3% | $16,006-98.3% | $3,703-92.6% |