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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 | $11,056 | $55,457-80.1% | $77,361-85.7% | $94,015-88.2% |
| Participation rate | 36.4% | 69.8%-33.5pp | 75.0%-38.6pp | 70.8%-34.5pp |
| Annual return | 17.87% | 15.57%+2.3pp | 1011.54%-993.7pp | 17.84%0pp |
| Employer contribution / active EE | $2,106 | $2,255-6.6% | $2,990-29.6% | $2,790-24.5% |
| Participant deferral / active EE | $30 | $3,069-99.0% | $3,911-99.2% | $4,249-99.3% |
| Admin fee / account holder | $20 | $4,334-99.5% | $5,894-99.7% | $8,951-99.8% |