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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 | $13,302 | $58,512-77.3% | $84,020-84.2% | $72,983-81.8% |
| Participation rate | 21.6% | 61.2%-39.6pp | 69.0%-47.4pp | 69.5%-47.9pp |
| Annual return | 23.41% | 28.93%-5.5pp | 71.31%-47.9pp | 81.01%-57.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $432 | $2,394-82.0% | $3,239-86.7% | $3,608-88.0% |
| Admin fee / account holder | $54 | $4,569-98.8% | $6,101-99.1% | $5,124-98.9% |