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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 | $9,205 | $76,551-88.0% | $123,894-92.6% | $62,881-85.4% |
| Participation rate | 10.3% | 73.0%-62.7pp | 81.4%-71.2pp | 69.3%-59.0pp |
| Annual return | 15.78% | 18.68%-2.9pp | 47.52%-31.7pp | 20.14%-4.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $880 | $4,840-81.8% | $5,984-85.3% | $3,203-72.5% |
| Admin fee / account holder | $198 | $4,826-95.9% | $8,357-97.6% | $4,296-95.4% |