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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 | $40,853 | $136,307-70.0% | $177,840-77.0% | $73,493-44.4% |
| Participation rate | 23.1% | 86.1%-63.0pp | 87.7%-64.6pp | 70.7%-47.6pp |
| Annual return | 20.46% | 18.68%+1.8pp | 48.32%-27.9pp | 28.51%-8.1pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,834 | $5,829-68.5% | $7,714-76.2% | $3,740-51.0% |
| Admin fee / account holder | $271 | $596-54.6% | $12,431-97.8% | $513-47.3% |