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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 | $18,402 | $51,708-64.4% | $106,619-82.7% | $62,881-70.7% |
| Participation rate | 27.1% | 66.9%-39.7pp | 78.0%-50.9pp | 69.3%-42.2pp |
| Annual return | 7.03% | 4.69%+2.3pp | 9.42%-2.4pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $605 | $2,315-73.9% | $3,930-84.6% | $3,203-81.1% |
| Admin fee / account holder | $218 | $3,349-93.5% | $6,418-96.6% | $4,296-94.9% |