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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 | $13,335 | $58,851-77.3% | $115,167-88.4% | $72,976-81.7% |
| Participation rate | 5.2% | 65.5%-60.4pp | 75.9%-70.8pp | 69.5%-64.3pp |
| Annual return | 20.52% | 23.16%-2.6pp | 35.60%-15.1pp | 81.02%-60.5pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $55 | $2,643-97.9% | $4,169-98.7% | $3,608-98.5% |
| Admin fee / account holder | $37 | $6,370-99.4% | $7,089-99.5% | $5,124-99.3% |