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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 | $18,189 | $73,978-75.4% | $96,515-81.2% | $75,173-75.8% |
| Participation rate | 17.0% | 66.4%-49.4pp | 74.3%-57.3pp | 67.2%-50.2pp |
| Annual return | 20.90% | 26.72%-5.8pp | 35.73%-14.8pp | 160.72%-139.8pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,115 | $3,660-69.5% | $4,880-77.2% | $4,126-73.0% |
| Admin fee / account holder | $98 | $5,219-98.1% | $6,735-98.6% | $5,651-98.3% |