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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 | $28,989 | $138,393-79.1% | $184,256-84.3% | $80,959-64.2% |
| Participation rate | 29.0% | 83.9%-54.9pp | 86.8%-57.8pp | 67.7%-38.6pp |
| Annual return | 11.24% | 20.01%-8.8pp | 28.85%-17.6pp | 35.67%-24.4pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,037 | $7,076-71.2% | $9,133-77.7% | $4,300-52.6% |
| Admin fee / account holder | $233 | $10,489-97.8% | $13,899-98.3% | $6,925-96.6% |