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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 | $17,260 | $146,267-88.2% | $197,124-91.2% | $82,448-79.1% |
| Participation rate | 16.7% | 84.0%-67.3pp | 86.7%-70.0pp | 68.1%-51.4pp |
| Annual return | 17.66% | 29.61%-12.0pp | 44.34%-26.7pp | 41.64%-24.0pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $579 | $7,035-91.8% | $9,135-93.7% | $4,139-86.0% |
| Admin fee / account holder | $20 | $14,422-99.9% | $16,298-99.9% | $7,234-99.7% |