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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 | $19,084 | $78,428-75.7% | $95,960-80.1% | $79,852-76.1% |
| Participation rate | 31.0% | 73.5%-42.5pp | 77.1%-46.1pp | 69.6%-38.7pp |
| Annual return | 15.48% | 19.37%-3.9pp | 91.63%-76.2pp | 31.72%-16.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $664 | $3,440-80.7% | $4,167-84.1% | $3,740-82.2% |
| Admin fee / account holder | $272 | $5,622-95.2% | $6,797-96.0% | $5,306-94.9% |