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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 | $28,083 | $97,648-71.2% | $121,663-76.9% | $87,485-67.9% |
| Participation rate | 38.5% | 70.5%-32.0pp | 74.5%-36.0pp | 68.9%-30.5pp |
| Annual return | 16.84% | 18.03%-1.2pp | 147.54%-130.7pp | 26.06%-9.2pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $591 | $3,923-84.9% | $4,887-87.9% | $4,274-86.2% |
| Admin fee / account holder | $95 | $11,100-99.1% | $14,289-99.3% | $7,775-98.8% |