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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 | $12,741 | $76,696-83.4% | $96,538-86.8% | $71,529-82.2% |
| Participation rate | 9.1% | 66.6%-57.5pp | 74.3%-65.3pp | 67.9%-58.8pp |
| Annual return | 19.36% | 48.32%-29.0pp | 35.74%-16.4pp | 28.97%-9.6pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $401 | $3,770-89.4% | $4,880-91.8% | $4,291-90.7% |
| Admin fee / account holder | $173 | $2,030-91.5% | $6,737-97.4% | $1,588-89.1% |