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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 | $13,177 | $56,894-76.8% | $84,753-84.5% | $62,881-79.0% |
| Participation rate | 3.2% | 68.5%-65.3pp | 76.6%-73.4pp | 69.3%-66.1pp |
| Annual return | 6.77% | 6.30%+0.5pp | 22.78%-16.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $44 | $2,709-98.4% | $3,712-98.8% | $3,203-98.6% |
| Admin fee / account holder | $92 | $3,581-97.4% | $5,333-98.3% | $4,296-97.9% |