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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 | $16,400 | $78,672-79.2% | $109,163-85.0% | $85,856-80.9% |
| Participation rate | 22.1% | 68.3%-46.2pp | 75.9%-53.8pp | 69.3%-47.2pp |
| Annual return | 13.46% | 25.09%-11.6pp | 25.75%-12.3pp | 318.58%-305.1pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $419 | $3,467-87.9% | $4,654-91.0% | $3,952-89.4% |
| Admin fee / account holder | $138 | $5,470-97.5% | $6,754-98.0% | $6,261-97.8% |