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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 | $79,894-81.0% | $135,792-88.8% | $82,637-81.7% |
| Participation rate | 13.4% | 63.0%-49.6pp | 72.6%-59.2pp | 68.1%-54.6pp |
| Annual return | 13.95% | 17.20%-3.3pp | 25.96%-12.0pp | 53.51%-39.6pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,496-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $475 | $3,194-85.1% | $4,759-90.0% | $4,126-88.5% |
| Admin fee / account holder | $225 | $6,434-96.5% | $12,266-98.2% | $7,339-96.9% |