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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 | $10,769 | $67,602-84.1% | $82,312-86.9% | $70,126-84.6% |
| Participation rate | 52.8% | 72.8%-20.0pp | 76.9%-24.1pp | 69.5%-16.8pp |
| Annual return | 17.95% | 21.57%-3.6pp | 25.88%-7.9pp | 73.15%-55.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,341 | $2,987-55.1% | $3,706-63.8% | $3,332-59.8% |
| Admin fee / account holder | $209 | $4,512-95.4% | $5,608-96.3% | $4,645-95.5% |