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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 | $25,214 | $85,515-70.5% | $112,040-77.5% | $67,986-62.9% |
| Participation rate | 14.9% | 68.2%-53.3pp | 76.5%-61.6pp | 57.2%-42.3pp |
| Annual return | 14.41% | 29.68%-15.3pp | 24.52%-10.1pp | 31.67%-17.3pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $558 | $4,014-86.1% | $5,098-89.0% | $3,358-83.4% |
| Admin fee / account holder | $181 | $3,774-95.2% | $12,098-98.5% | $3,203-94.4% |