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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 | $13,949 | $80,983-82.8% | $96,544-85.6% | $75,177-81.4% |
| Participation rate | 18.5% | 71.8%-53.3pp | 76.0%-57.5pp | 67.2%-48.7pp |
| Annual return | 24.97% | 27.05%-2.1pp | 25.88%-0.9pp | 160.75%-135.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,569 | $3,929-60.1% | $4,851-67.7% | $4,126-62.0% |
| Admin fee / account holder | $265 | $6,717-96.1% | $8,254-96.8% | $5,651-95.3% |