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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 | $13,833 | $78,520-82.4% | $96,576-85.7% | $82,448-83.2% |
| Participation rate | 20.0% | 77.7%-57.7pp | 81.4%-61.4pp | 68.1%-48.1pp |
| Annual return | 17.92% | 41.30%-23.4pp | 38.47%-20.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $484 | $6,754-92.8% | $7,956-93.9% | $4,139-88.3% |
| Admin fee / account holder | $9 | $13,455-99.9% | $11,381-99.9% | $7,234-99.9% |