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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 | $16,690 | $67,602-75.3% | $82,312-79.7% | $70,126-76.2% |
| Participation rate | 21.2% | 72.8%-51.6pp | 76.9%-55.7pp | 69.5%-48.3pp |
| Annual return | 17.19% | 21.57%-4.4pp | 25.88%-8.7pp | 73.15%-56.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $315 | $2,987-89.5% | $3,706-91.5% | $3,332-90.5% |
| Admin fee / account holder | $116 | $4,512-97.4% | $5,608-97.9% | $4,645-97.5% |