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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 | $18,734 | $66,180-71.7% | $118,746-84.2% | $62,293-69.9% |
| Participation rate | 22.2% | 71.3%-49.1pp | 78.3%-56.1pp | 69.5%-47.3pp |
| Annual return | 26.48% | 60.89%-34.4pp | 24.54%+1.9pp | 28.90%-2.4pp |
| Employer contribution / active EE | $0 | $3,183-100.0% | $4,193-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,422 | $4,247-66.5% | $5,332-73.3% | $3,169-55.1% |
| Admin fee / account holder | $249 | $753-66.9% | $10,720-97.7% | $479-48.0% |