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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 | $77,574-77.5% | $108,753-84.0% | $86,983-79.9% |
| Participation rate | 5.3% | 62.3%-57.0pp | 71.1%-65.8pp | 69.5%-64.3pp |
| Annual return | 22.40% | 18.42%+4.0pp | 37.47%-15.1pp | 25.83%-3.4pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $259 | $3,128-91.7% | $4,115-93.7% | $4,194-93.8% |
| Admin fee / account holder | $154 | $6,529-97.6% | $10,320-98.5% | $7,856-98.0% |