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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 | $9,591 | $72,269-86.7% | $101,271-90.5% | $79,852-88.0% |
| Participation rate | 28.6% | 68.5%-39.9pp | 75.8%-47.2pp | 69.6%-41.1pp |
| Annual return | 26.32% | 22.29%+4.0pp | 46.48%-20.2pp | 31.72%-5.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $772 | $3,282-76.5% | $4,371-82.3% | $3,740-79.4% |
| Admin fee / account holder | $20 | $4,401-99.5% | $5,948-99.7% | $5,306-99.6% |