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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 | $77,358-82.1% | $102,184-86.5% | $87,485-84.2% |
| Participation rate | 20.0% | 78.7%-58.7pp | 82.6%-62.6pp | 68.9%-48.9pp |
| Annual return | 17.92% | 41.11%-23.2pp | 31.58%-13.7pp | 26.06%-8.1pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $484 | $6,753-92.8% | $8,309-94.2% | $4,274-88.7% |
| Admin fee / account holder | $9 | $6,809-99.9% | $11,609-99.9% | $7,775-99.9% |