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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 | $11,867 | $65,041-81.8% | $90,965-87.0% | $79,858-85.1% |
| Participation rate | 16.1% | 61.6%-45.5pp | 69.0%-52.9pp | 69.6%-53.5pp |
| Annual return | 12.42% | 30.45%-18.0pp | 134.57%-122.1pp | 31.72%-19.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $123 | $2,512-95.1% | $3,373-96.4% | $3,740-96.7% |
| Admin fee / account holder | $185 | $4,536-95.9% | $5,960-96.9% | $5,306-96.5% |