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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 | $14,091 | $81,487-82.7% | $102,412-86.2% | $80,935-82.6% |
| Participation rate | 4.8% | 66.8%-62.0pp | 74.5%-69.7pp | 67.7%-62.8pp |
| Annual return | 15.03% | 25.60%-10.6pp | 24.94%-9.9pp | 35.66%-20.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $411 | $3,871-89.4% | $5,060-91.9% | $4,299-90.4% |
| Admin fee / account holder | $217 | $6,717-96.8% | $8,388-97.4% | $6,924-96.9% |