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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 | $11,110 | $73,787-84.9% | $98,716-88.7% | $82,448-86.5% |
| Participation rate | 17.6% | 61.4%-43.8pp | 69.3%-51.6pp | 68.1%-50.4pp |
| Annual return | 15.41% | 18.57%-3.2pp | 31.81%-16.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $580 | $3,081-81.2% | $4,048-85.7% | $4,139-86.0% |
| Admin fee / account holder | $47 | $6,500-99.3% | $8,703-99.5% | $7,234-99.4% |