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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 | $10,929 | $46,464-76.5% | $150,298-92.7% | $79,634-86.3% |
| Participation rate | 4.4% | 57.0%-52.5pp | 77.8%-73.3pp | 62.5%-58.1pp |
| Annual return | 21.76% | 27.89%-6.1pp | 62.79%-41.0pp | 36.46%-14.7pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $238 | $2,157-89.0% | $5,453-95.6% | $3,835-93.8% |
| Admin fee / account holder | $43 | $891-95.2% | $14,116-99.7% | $1,002-95.8% |