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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 | $16,662 | $86,940-80.8% | $102,434-83.7% | $80,935-79.4% |
| Participation rate | 37.5% | 72.4%-34.9pp | 76.5%-39.0pp | 67.7%-30.2pp |
| Annual return | 17.56% | 18.89%-1.3pp | 29.46%-11.9pp | 35.66%-18.1pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $427 | $4,121-89.6% | $5,055-91.6% | $4,299-90.1% |
| Admin fee / account holder | $173 | $8,047-97.9% | $9,462-98.2% | $6,924-97.5% |