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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 | $15,207 | $123,793-87.7% | $177,848-91.4% | $79,856-81.0% |
| Participation rate | 11.9% | 84.7%-72.7pp | 87.7%-75.8pp | 69.6%-57.7pp |
| Annual return | 43.84% | 22.82%+21.0pp | 48.33%-4.5pp | 31.71%+12.1pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,173 | $5,956-80.3% | $7,714-84.8% | $3,741-68.6% |
| Admin fee / account holder | $118 | $7,243-98.4% | $12,431-99.1% | $5,306-97.8% |