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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 | $20,890 | $54,541-61.7% | $78,778-73.5% | $70,126-70.2% |
| Participation rate | 15.6% | 60.8%-45.2pp | 69.2%-53.6pp | 69.5%-53.9pp |
| Annual return | 19.82% | 21.07%-1.3pp | 35.62%-15.8pp | 73.15%-53.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $186 | $2,210-91.6% | $2,958-93.7% | $3,332-94.4% |
| Admin fee / account holder | $22 | $3,709-99.4% | $5,134-99.6% | $4,645-99.5% |