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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 | $24,720 | $87,834-71.9% | $133,975-81.5% | $62,881-60.7% |
| Participation rate | 41.2% | 83.4%-42.2pp | 87.1%-45.9pp | 69.3%-28.1pp |
| Annual return | 6.77% | 12.05%-5.3pp | 29.29%-22.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $625 | $4,812-87.0% | $6,282-90.1% | $3,203-80.5% |
| Admin fee / account holder | $257 | $5,372-95.2% | $9,324-97.2% | $4,296-94.0% |