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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 | $13,829 | $83,485-83.4% | $125,192-89.0% | $72,975-81.1% |
| Participation rate | 23.7% | 73.3%-49.6pp | 79.8%-56.1pp | 69.5%-45.8pp |
| Annual return | 22.34% | 25.77%-3.4pp | 43.79%-21.4pp | 81.01%-58.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $901 | $3,586-74.9% | $4,937-81.7% | $3,608-75.0% |
| Admin fee / account holder | $168 | $5,518-97.0% | $9,704-98.3% | $5,124-96.7% |