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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 | $9,264 | $41,377-77.6% | $109,313-91.5% | $62,881-85.3% |
| Participation rate | 43.2% | 57.5%-14.3pp | 71.3%-28.0pp | 69.3%-26.1pp |
| Annual return | 8.90% | 11.05%-2.2pp | 22.07%-13.2pp | 20.14%-11.2pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $712 | $2,045-65.2% | $3,166-77.5% | $3,203-77.8% |
| Admin fee / account holder | $137 | $2,884-95.3% | $5,666-97.6% | $4,296-96.8% |