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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 | $31,931 | $177,595-82.0% | $148,496-78.5% | $198,609-83.9% |
| Participation rate | 25.0% | 79.3%-54.3pp | 76.0%-51.0pp | 82.4%-57.4pp |
| Annual return | 11.55% | 9.97%+1.6pp | 12.33%-0.8pp | 202.70%-191.1pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $80 | $5,539-98.6% | $4,808-98.3% | $6,977-98.9% |
| Admin fee / account holder | $288 | $27,010-98.9% | $19,547-98.5% | $19,030-98.5% |