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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 | $25,564 | $86,949-70.6% | $102,460-75.0% | $80,959-68.4% |
| Participation rate | 21.4% | 72.4%-51.0pp | 76.5%-55.1pp | 67.7%-46.2pp |
| Annual return | 12.98% | 18.89%-5.9pp | 29.47%-16.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $705 | $4,121-82.9% | $5,056-86.1% | $4,300-83.6% |
| Admin fee / account holder | $133 | $8,048-98.3% | $9,460-98.6% | $6,925-98.1% |