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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 | $16,312 | $95,453-82.9% | $112,040-85.4% | $82,448-80.2% |
| Participation rate | 42.9% | 72.8%-29.9pp | 76.5%-33.6pp | 68.1%-25.2pp |
| Annual return | 13.88% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.8pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $770 | $4,224-81.8% | $5,098-84.9% | $4,139-81.4% |
| Admin fee / account holder | $98 | $9,013-98.9% | $12,098-99.2% | $7,234-98.6% |