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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 | $24,339 | $67,602-64.0% | $82,312-70.4% | $70,126-65.3% |
| Participation rate | 59.0% | 72.8%-13.8pp | 76.9%-17.9pp | 69.5%-10.6pp |
| Annual return | 19.51% | 21.57%-2.1pp | 25.88%-6.4pp | 73.15%-53.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $924 | $2,987-69.1% | $3,706-75.1% | $3,332-72.3% |
| Admin fee / account holder | $194 | $4,512-95.7% | $5,608-96.5% | $4,645-95.8% |