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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 | $16,128 | $76,367-78.9% | $93,614-82.8% | $72,983-77.9% |
| Participation rate | 46.2% | 71.7%-25.6pp | 75.8%-29.7pp | 69.5%-23.3pp |
| Annual return | 18.32% | 25.82%-7.5pp | 32.76%-14.4pp | 81.01%-62.7pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $469 | $3,538-86.8% | $4,069-88.5% | $3,608-87.0% |
| Admin fee / account holder | $53 | $6,838-99.2% | $7,889-99.3% | $5,124-99.0% |