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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 | $10,259 | $64,359-84.1% | $90,161-88.6% | $70,126-85.4% |
| Participation rate | 36.2% | 70.4%-34.3pp | 76.9%-40.7pp | 69.5%-33.4pp |
| Annual return | 14.48% | 28.13%-13.7pp | 34.89%-20.4pp | 73.15%-58.7pp |
| Employer contribution / active EE | $527 | $2,046-74.2% | $3,318-84.1% | $2,343-77.5% |
| Participant deferral / active EE | $1 | $4,389-100.0% | $5,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2 | $3,945-99.9% | $5,943-100.0% | $4,645-99.9% |