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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 | $100,194-67.3% | $122,979-73.4% | $86,983-62.3% |
| Participation rate | 36.5% | 73.0%-36.5pp | 77.2%-40.7pp | 69.5%-33.0pp |
| Annual return | 13.06% | 16.47%-3.4pp | 20.12%-7.1pp | 25.83%-12.8pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,061 | $4,133-74.3% | $5,003-78.8% | $4,194-74.7% |
| Admin fee / account holder | $116 | $10,148-98.9% | $12,864-99.1% | $7,856-98.5% |