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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 | $9,559 | $53,774-82.2% | $134,162-92.9% | $79,852-88.0% |
| Participation rate | 11.1% | 58.8%-47.7pp | 72.2%-61.1pp | 69.6%-58.5pp |
| Annual return | 24.14% | 19.01%+5.1pp | 36.35%-12.2pp | 31.72%-7.6pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $129 | $2,420-94.7% | $3,500-96.3% | $3,740-96.6% |
| Admin fee / account holder | $20 | $3,985-99.5% | $6,685-99.7% | $5,306-99.6% |