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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 | $17,440 | $76,371-77.2% | $93,621-81.4% | $72,975-76.1% |
| Participation rate | 20.0% | 71.8%-51.8pp | 75.8%-55.8pp | 69.5%-49.5pp |
| Annual return | 19.99% | 25.82%-5.8pp | 32.76%-12.8pp | 81.01%-61.0pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $249 | $3,538-93.0% | $4,070-93.9% | $3,608-93.1% |
| Admin fee / account holder | $294 | $6,839-95.7% | $7,890-96.3% | $5,124-94.3% |