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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 | $10,106 | $63,365-84.1% | $91,994-89.0% | $72,975-86.2% |
| Participation rate | 48.5% | 72.5%-24.0pp | 78.6%-30.1pp | 69.5%-21.0pp |
| Annual return | 26.62% | 35.35%-8.7pp | 69.04%-42.4pp | 81.01%-54.4pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,523 | $4,883-68.8% | $5,924-74.3% | $3,608-57.8% |
| Admin fee / account holder | $129 | $4,670-97.2% | $7,744-98.3% | $5,124-97.5% |