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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 | $14,351 | $88,707-83.8% | $74,184-80.7% | $273,972-94.8% |
| Participation rate | 30.0% | 79.4%-49.4pp | 76.6%-46.6pp | 83.0%-53.0pp |
| Annual return | 8.27% | 11.94%-3.7pp | 17.74%-9.5pp | 41.46%-33.2pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $858 | $4,212-79.6% | $3,550-75.8% | $5,287-83.8% |
| Admin fee / account holder | $66 | $8,717-99.2% | $5,586-98.8% | $10,133-99.3% |