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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 | $13,840 | $54,380-74.5% | $68,509-79.8% | $59,633-76.8% |
| Participation rate | 35.2% | 70.2%-35.0pp | 74.7%-39.5pp | 68.7%-33.5pp |
| Annual return | 13.42% | 2.83%+10.6pp | 8.27%+5.2pp | 2041.40%-2028.0pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $252 | $2,643-90.5% | $3,382-92.5% | $3,192-92.1% |
| Admin fee / account holder | $60 | $3,885-98.5% | $5,275-98.9% | $4,297-98.6% |