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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 | $21,329 | $125,797-83.0% | $170,043-87.5% | $75,173-71.6% |
| Participation rate | 32.1% | 83.6%-51.5pp | 87.0%-54.9pp | 67.2%-35.1pp |
| Annual return | 15.70% | 27.20%-11.5pp | 53.40%-37.7pp | 160.72%-145.0pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,880 | $6,838-72.5% | $10,410-81.9% | $4,126-54.4% |
| Admin fee / account holder | $166 | $8,177-98.0% | $12,824-98.7% | $5,651-97.1% |