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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 | $17,653 | $76,551-76.9% | $123,894-85.8% | $62,881-71.9% |
| Participation rate | 27.7% | 73.0%-45.3pp | 81.4%-53.7pp | 69.3%-41.6pp |
| Annual return | 11.24% | 18.68%-7.4pp | 47.52%-36.3pp | 20.14%-8.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,556 | $4,840-67.8% | $5,984-74.0% | $3,203-51.4% |
| Admin fee / account holder | $287 | $4,826-94.1% | $8,357-96.6% | $4,296-93.3% |