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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 | $9,970 | $143,969-93.1% | $199,883-95.0% | $82,637-87.9% |
| Participation rate | 56.7% | 84.1%-27.5pp | 86.8%-30.1pp | 68.1%-11.4pp |
| Annual return | 23.20% | 25.67%-2.5pp | 43.81%-20.6pp | 53.51%-30.3pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,927 | $6,937-72.2% | $9,138-78.9% | $4,126-53.3% |
| Admin fee / account holder | $117 | $14,597-99.2% | $17,268-99.3% | $7,339-98.4% |