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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 | $27,056 | $114,712-76.4% | $173,730-84.4% | $87,485-69.1% |
| Participation rate | 16.2% | 73.0%-56.8pp | 79.6%-63.4pp | 68.9%-52.7pp |
| Annual return | 18.20% | 20.18%-2.0pp | 19.96%-1.8pp | 26.06%-7.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $475 | $4,642-89.8% | $6,326-92.5% | $4,274-88.9% |
| Admin fee / account holder | $266 | $10,210-97.4% | $17,523-98.5% | $7,775-96.6% |