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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 | $22,915 | $86,919-73.6% | $102,457-77.6% | $80,911-71.7% |
| Participation rate | 63.6% | 72.4%-8.7pp | 76.5%-12.9pp | 67.6%-4.0pp |
| Annual return | 25.46% | 18.90%+6.6pp | 29.41%-4.0pp | 35.63%-10.2pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $446 | $4,119-89.2% | $5,054-91.2% | $4,297-89.6% |
| Admin fee / account holder | $177 | $8,049-97.8% | $9,451-98.1% | $6,935-97.5% |