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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 | $14,756 | $124,330-88.1% | $109,173-86.5% | $167,536-91.2% |
| Participation rate | 22.7% | 79.5%-56.7pp | 75.9%-53.2pp | 82.1%-59.4pp |
| Annual return | 12.08% | 26.04%-14.0pp | 25.75%-13.7pp | 478.82%-466.7pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $727 | $5,256-86.2% | $4,654-84.4% | $6,342-88.5% |
| Admin fee / account holder | $183 | $7,974-97.7% | $6,755-97.3% | $12,315-98.5% |