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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 | $12,181 | $67,894-82.1% | $89,340-86.4% | $82,448-85.2% |
| Participation rate | 35.3% | 64.0%-28.8pp | 69.6%-34.3pp | 68.1%-32.8pp |
| Annual return | 17.21% | 19.21%-2.0pp | 20.57%-3.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $923 | $3,072-70.0% | $3,823-75.9% | $4,139-77.7% |
| Admin fee / account holder | $295 | $5,723-94.9% | $6,704-95.6% | $7,234-95.9% |