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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 | $14,137 | $78,423-82.0% | $95,964-85.3% | $79,856-82.3% |
| Participation rate | 38.6% | 73.5%-34.9pp | 77.1%-38.4pp | 69.6%-31.0pp |
| Annual return | 10.35% | 19.37%-9.0pp | 91.64%-81.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $551 | $3,440-84.0% | $4,167-86.8% | $3,741-85.3% |
| Admin fee / account holder | $99 | $5,622-98.2% | $6,797-98.5% | $5,306-98.1% |