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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 | $20,796 | $53,901-61.4% | $134,162-84.5% | $73,493-71.7% |
| Participation rate | 9.0% | 62.8%-53.8pp | 72.2%-63.2pp | 70.7%-61.7pp |
| Annual return | 13.75% | 15.82%-2.1pp | 36.35%-22.6pp | 28.51%-14.8pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $3,705-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $125 | $2,739-95.4% | $3,500-96.4% | $3,740-96.7% |
| Admin fee / account holder | $124 | $581-78.6% | $6,685-98.1% | $513-75.8% |