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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 | $15,152 | $81,403-81.4% | $147,027-89.7% | $87,485-82.7% |
| Participation rate | 13.4% | 63.4%-50.0pp | 73.7%-60.3pp | 68.9%-55.5pp |
| Annual return | 13.95% | 16.51%-2.6pp | 20.23%-6.3pp | 26.06%-12.1pp |
| Employer contribution / active EE | $0 | $2,205-100.0% | $3,626-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $475 | $3,315-85.7% | $4,933-90.4% | $4,274-88.9% |
| Admin fee / account holder | $225 | $6,755-96.7% | $12,223-98.2% | $7,775-97.1% |