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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 | $14,929 | $138,386-89.2% | $184,260-91.9% | $80,935-81.6% |
| Participation rate | 37.1% | 83.9%-46.8pp | 86.8%-49.7pp | 67.7%-30.5pp |
| Annual return | 16.56% | 20.02%-3.5pp | 28.84%-12.3pp | 35.66%-19.1pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,151 | $7,076-83.7% | $9,133-87.4% | $4,299-73.2% |
| Admin fee / account holder | $39 | $10,489-99.6% | $13,898-99.7% | $6,924-99.4% |