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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 | $19,142 | $123,793-84.5% | $177,848-89.2% | $79,856-76.0% |
| Participation rate | 47.8% | 84.7%-36.9pp | 87.7%-40.0pp | 69.6%-21.9pp |
| Annual return | 23.90% | 22.82%+1.1pp | 48.33%-24.4pp | 31.71%-7.8pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,600 | $5,956-56.3% | $7,714-66.3% | $3,741-30.5% |
| Admin fee / account holder | $44 | $7,243-99.4% | $12,431-99.6% | $5,306-99.2% |