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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 | $10,779 | $41,377-73.9% | $109,313-90.1% | $62,881-82.9% |
| Participation rate | 21.3% | 57.5%-36.2pp | 71.3%-49.9pp | 69.3%-48.0pp |
| Annual return | 11.07% | 11.05%0pp | 22.07%-11.0pp | 20.14%-9.1pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $365 | $2,045-82.2% | $3,166-88.5% | $3,203-88.6% |
| Admin fee / account holder | $129 | $2,884-95.5% | $5,666-97.7% | $4,296-97.0% |