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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 | $12,180 | $83,023-85.3% | $102,437-88.1% | $77,762-84.3% |
| Participation rate | 1.1% | 71.5%-70.4pp | 74.5%-73.4pp | 70.6%-69.5pp |
| Annual return | 14.43% | 19.12%-4.7pp | 24.95%-10.5pp | 31.27%-16.8pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,871-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $70 | $4,110-98.3% | $5,060-98.6% | $4,651-98.5% |
| Admin fee / account holder | $42 | $639-93.5% | $8,388-99.5% | $433-90.4% |