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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 | $27,713 | $146,267-81.1% | $197,124-85.9% | $82,448-66.4% |
| Participation rate | 15.5% | 84.0%-68.5pp | 86.7%-71.2pp | 68.1%-52.6pp |
| Annual return | 17.19% | 29.61%-12.4pp | 44.34%-27.2pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $380 | $7,035-94.6% | $9,135-95.8% | $4,139-90.8% |
| Admin fee / account holder | $122 | $14,422-99.2% | $16,298-99.3% | $7,234-98.3% |