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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 | $34,932 | $104,098-66.4% | $140,514-75.1% | $94,015-62.8% |
| Participation rate | 25.4% | 73.7%-48.3pp | 77.8%-52.4pp | 70.8%-45.4pp |
| Annual return | 14.41% | 15.14%-0.7pp | 14.36%+0.1pp | 17.84%-3.4pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,025 | $4,033-74.6% | $4,919-79.2% | $4,249-75.9% |
| Admin fee / account holder | $120 | $10,439-98.9% | $13,697-99.1% | $8,951-98.7% |