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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 | $17,031 | $58,828-71.1% | $78,002-78.2% | $62,881-72.9% |
| Participation rate | 22.0% | 71.1%-49.1pp | 75.5%-53.5pp | 69.3%-47.3pp |
| Annual return | 7.30% | 17.16%-9.9pp | 425.99%-418.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $807 | $2,686-70.0% | $3,497-76.9% | $3,203-74.8% |
| Admin fee / account holder | $199 | $4,393-95.5% | $5,481-96.4% | $4,296-95.4% |