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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 | $10,984 | $72,137-84.8% | $142,460-92.3% | $71,495-84.6% |
| Participation rate | 3.4% | 71.7%-68.3pp | 76.8%-73.4pp | 67.9%-64.6pp |
| Annual return | 23.71% | 21.15%+2.6pp | 19.99%+3.7pp | 28.85%-5.1pp |
| Employer contribution / active EE | $0 | $3,793-100.0% | $4,847-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $213 | $5,280-96.0% | $6,283-96.6% | $4,291-95.0% |
| Admin fee / account holder | $65 | $1,433-95.5% | $10,011-99.4% | $1,588-95.9% |