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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 | $8,821 | $76,551-88.5% | $123,894-92.9% | $62,881-86.0% |
| Participation rate | 23.4% | 73.0%-49.6pp | 81.4%-58.0pp | 69.3%-45.9pp |
| Annual return | 6.63% | 18.68%-12.0pp | 47.52%-40.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $612 | $4,840-87.4% | $5,984-89.8% | $3,203-80.9% |
| Admin fee / account holder | $255 | $4,826-94.7% | $8,357-96.9% | $4,296-94.1% |