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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 | $14,617 | $60,349-75.8% | $74,184-80.3% | $62,881-76.8% |
| Participation rate | 32.8% | 72.7%-39.9pp | 76.6%-43.8pp | 69.3%-36.5pp |
| Annual return | 7.43% | 21.38%-13.9pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $843 | $2,856-70.5% | $3,550-76.3% | $3,203-73.7% |
| Admin fee / account holder | $226 | $4,261-94.7% | $5,586-96.0% | $4,296-94.7% |