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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 | $13,494 | $72,027-81.3% | $185,835-92.7% | $79,852-83.1% |
| Participation rate | 39.8% | 65.8%-26.0pp | 78.0%-38.3pp | 69.6%-29.9pp |
| Annual return | 18.60% | 23.13%-4.5pp | 35.96%-17.4pp | 31.72%-13.1pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,170 | $3,780-69.1% | $5,633-79.2% | $3,740-68.7% |
| Admin fee / account holder | $85 | $4,513-98.1% | $9,502-99.1% | $5,306-98.4% |