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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 | $11,093 | $49,249-77.5% | $70,476-84.3% | $79,852-86.1% |
| Participation rate | 10.8% | 69.2%-58.3pp | 75.1%-64.2pp | 69.6%-58.8pp |
| Annual return | 10.03% | 30.09%-20.1pp | 109.12%-99.1pp | 31.72%-21.7pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $177 | $2,769-93.6% | $3,710-95.2% | $3,740-95.3% |
| Admin fee / account holder | $50 | $2,878-98.3% | $3,847-98.7% | $5,306-99.1% |