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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 | $13,237 | $107,666-87.7% | $102,184-87.0% | $154,746-91.4% |
| Participation rate | 16.7% | 83.7%-67.1pp | 82.6%-65.9pp | 80.7%-64.0pp |
| Annual return | 21.27% | 29.33%-8.1pp | 31.58%-10.3pp | 172.34%-151.1pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $896 | $8,719-89.7% | $8,309-89.2% | $6,730-86.7% |
| Admin fee / account holder | $23 | $12,943-99.8% | $11,609-99.8% | $14,365-99.8% |