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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 | $15,187 | $69,590-78.2% | $136,867-88.9% | $94,015-83.8% |
| Participation rate | 9.1% | 66.3%-57.2pp | 74.5%-65.5pp | 70.8%-61.7pp |
| Annual return | 13.30% | 19.62%-6.3pp | 42.97%-29.7pp | 17.84%-4.5pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $575 | $3,437-83.3% | $4,924-88.3% | $4,249-86.5% |
| Admin fee / account holder | $0 | $8,912-100.0% | $10,340-100.0% | $8,951-100.0% |