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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 | $9,863 | $68,880-85.7% | $120,580-91.8% | $80,959-87.8% |
| Participation rate | 16.3% | 61.7%-45.4pp | 72.0%-55.6pp | 67.7%-51.3pp |
| Annual return | 12.51% | 23.68%-11.2pp | 107.48%-95.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $643 | $3,191-79.8% | $4,995-87.1% | $4,300-85.0% |
| Admin fee / account holder | $155 | $5,785-97.3% | $9,418-98.4% | $6,925-97.8% |