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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 | $12,365 | $95,453-87.0% | $112,040-89.0% | $82,448-85.0% |
| Participation rate | 33.3% | 72.8%-39.4pp | 76.5%-43.2pp | 68.1%-34.7pp |
| Annual return | 21.40% | 23.92%-2.5pp | 24.52%-3.1pp | 41.64%-20.2pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,263 | $4,224-70.1% | $5,098-75.2% | $4,139-69.5% |
| Admin fee / account holder | $40 | $9,013-99.6% | $12,098-99.7% | $7,234-99.4% |