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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 | $16,063 | $71,230-77.4% | $93,727-82.9% | $80,959-80.2% |
| Participation rate | 13.9% | 60.4%-46.5pp | 68.7%-54.8pp | 67.7%-53.8pp |
| Annual return | 41.73% | 11.26%+30.5pp | 133.83%-92.1pp | 35.67%+6.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $593 | $4,037-85.3% | $4,417-86.6% | $4,300-86.2% |
| Admin fee / account holder | $290 | $6,961-95.8% | $8,292-96.5% | $6,925-95.8% |