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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 | $18,070 | $81,487-77.8% | $102,412-82.4% | $80,935-77.7% |
| Participation rate | 20.0% | 66.8%-46.8pp | 74.5%-54.5pp | 67.7%-47.7pp |
| Annual return | 23.98% | 25.60%-1.6pp | 24.94%-1.0pp | 35.66%-11.7pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,139 | $3,871-70.6% | $5,060-77.5% | $4,299-73.5% |
| Admin fee / account holder | $6 | $6,717-99.9% | $8,388-99.9% | $6,924-99.9% |