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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 | $17,452 | $83,898-79.2% | $133,346-86.9% | $94,015-81.4% |
| Participation rate | 5.3% | 63.4%-58.1pp | 72.8%-67.6pp | 70.8%-65.6pp |
| Annual return | 22.40% | 16.00%+6.4pp | 36.85%-14.5pp | 17.84%+4.6pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $259 | $3,245-92.0% | $4,332-94.0% | $4,249-93.9% |
| Admin fee / account holder | $154 | $7,809-98.0% | $14,264-98.9% | $8,951-98.3% |