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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 | $10,878 | $69,590-84.4% | $136,867-92.1% | $94,015-88.4% |
| Participation rate | 27.7% | 66.3%-38.7pp | 74.5%-46.9pp | 70.8%-43.2pp |
| Annual return | 18.59% | 19.62%-1.0pp | 42.97%-24.4pp | 17.84%+0.7pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $970 | $3,437-71.8% | $4,924-80.3% | $4,249-77.2% |
| Admin fee / account holder | $246 | $8,912-97.2% | $10,340-97.6% | $8,951-97.3% |