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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 | $13,316 | $65,027-79.5% | $90,970-85.4% | $79,852-83.3% |
| Participation rate | 24.5% | 61.6%-37.1pp | 69.0%-44.5pp | 69.6%-45.1pp |
| Annual return | 30.87% | 30.45%+0.4pp | 134.58%-103.7pp | 31.72%-0.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,034 | $2,512-58.8% | $3,373-69.3% | $3,740-72.3% |
| Admin fee / account holder | $234 | $4,535-94.8% | $5,960-96.1% | $5,306-95.6% |