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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 | $15,958 | $88,360-81.9% | $145,433-89.0% | $67,986-76.5% |
| Participation rate | 10.4% | 65.5%-55.1pp | 82.1%-71.8pp | 57.2%-46.8pp |
| Annual return | 29.70% | 63.15%-33.5pp | 66.58%-36.9pp | 31.67%-2.0pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $760 | $5,932-87.2% | $7,897-90.4% | $3,358-77.4% |
| Admin fee / account holder | $199 | $3,313-94.0% | $13,129-98.5% | $3,203-93.8% |