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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 | $32,769 | $97,550-66.4% | $120,344-72.8% | $87,485-62.5% |
| Participation rate | 36.5% | 72.8%-36.3pp | 76.7%-40.2pp | 68.9%-32.4pp |
| Annual return | 13.06% | 18.41%-5.3pp | 20.30%-7.2pp | 26.06%-13.0pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,061 | $4,230-74.9% | $5,135-79.3% | $4,274-75.2% |
| Admin fee / account holder | $116 | $9,543-98.8% | $12,742-99.1% | $7,775-98.5% |