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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 | $13,870 | $124,425-88.9% | $112,040-87.6% | $137,256-89.9% |
| Participation rate | 35.7% | 79.3%-43.6pp | 76.5%-40.8pp | 80.0%-44.2pp |
| Annual return | 16.58% | 24.72%-8.1pp | 24.52%-7.9pp | 220.34%-203.8pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $461 | $5,718-91.9% | $5,098-91.0% | $6,407-92.8% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |