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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 | $10,064 | $49,249-79.6% | $70,476-85.7% | $79,852-87.4% |
| Participation rate | 14.6% | 69.2%-54.5pp | 75.1%-60.4pp | 69.6%-55.0pp |
| Annual return | 17.82% | 30.09%-12.3pp | 109.12%-91.3pp | 31.72%-13.9pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $287 | $2,769-89.6% | $3,710-92.3% | $3,740-92.3% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,847-100.0% | $5,306-100.0% |