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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 | $73,787-76.3% | $98,716-82.3% | $82,448-78.8% |
| Participation rate | 5.3% | 61.4%-56.1pp | 69.3%-64.0pp | 68.1%-62.8pp |
| Annual return | 22.40% | 18.57%+3.8pp | 31.81%-9.4pp | 41.64%-19.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $259 | $3,081-91.6% | $4,048-93.6% | $4,139-93.7% |
| Admin fee / account holder | $154 | $6,500-97.6% | $8,703-98.2% | $7,234-97.9% |