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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 | $19,486 | $87,106-77.6% | $105,607-81.5% | $80,935-75.9% |
| Participation rate | 13.3% | 70.4%-57.1pp | 75.3%-61.9pp | 67.7%-54.3pp |
| Annual return | 19.77% | 17.01%+2.8pp | 116.11%-96.3pp | 35.66%-15.9pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $782 | $3,986-80.4% | $5,011-84.4% | $4,299-81.8% |
| Admin fee / account holder | $74 | $8,447-99.1% | $10,958-99.3% | $6,924-98.9% |