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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 | $145,431-88.1% | $211,142-91.8% | $87,485-80.3% |
| Participation rate | 16.7% | 84.7%-68.1pp | 87.3%-70.6pp | 68.9%-52.3pp |
| Annual return | 17.66% | 27.21%-9.5pp | 46.84%-29.2pp | 26.06%-8.4pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $579 | $6,859-91.6% | $9,284-93.8% | $4,274-86.5% |
| Admin fee / account holder | $20 | $17,052-99.9% | $19,076-99.9% | $7,775-99.7% |