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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 | $13,535 | $72,492-81.3% | $87,102-84.5% | $72,983-81.5% |
| Participation rate | 44.6% | 72.8%-28.2pp | 76.9%-32.3pp | 69.5%-24.9pp |
| Annual return | 25.73% | 24.46%+1.3pp | 28.19%-2.5pp | 81.01%-55.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $775 | $3,270-76.3% | $4,048-80.9% | $3,608-78.5% |
| Admin fee / account holder | $25 | $5,055-99.5% | $7,491-99.7% | $5,124-99.5% |