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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 | $16,941 | $56,894-70.2% | $84,753-80.0% | $62,881-73.1% |
| Participation rate | 28.1% | 68.5%-40.4pp | 76.6%-48.5pp | 69.3%-41.2pp |
| Annual return | 9.97% | 6.30%+3.7pp | 22.78%-12.8pp | 20.14%-10.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $267 | $2,709-90.1% | $3,712-92.8% | $3,203-91.7% |
| Admin fee / account holder | $9 | $3,581-99.7% | $5,333-99.8% | $4,296-99.8% |