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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 | $29,515 | $86,949-66.1% | $102,460-71.2% | $80,959-63.5% |
| Participation rate | 11.8% | 72.4%-60.6pp | 76.5%-64.7pp | 67.7%-55.9pp |
| Annual return | 22.35% | 18.89%+3.5pp | 29.47%-7.1pp | 35.67%-13.3pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $370 | $4,121-91.0% | $5,056-92.7% | $4,300-91.4% |
| Admin fee / account holder | $20 | $8,048-99.8% | $9,460-99.8% | $6,925-99.7% |