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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 | $12,125 | $72,486-83.3% | $87,103-86.1% | $72,976-83.4% |
| Participation rate | 39.1% | 72.8%-33.7pp | 76.9%-37.7pp | 69.5%-30.4pp |
| Annual return | 17.72% | 24.46%-6.7pp | 28.19%-10.5pp | 81.02%-63.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $314 | $3,270-90.4% | $4,049-92.2% | $3,608-91.3% |
| Admin fee / account holder | $24 | $5,055-99.5% | $7,491-99.7% | $5,124-99.5% |