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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 | $14,220 | $69,590-79.6% | $136,867-89.6% | $94,015-84.9% |
| Participation rate | 22.2% | 66.3%-44.1pp | 74.5%-52.3pp | 70.8%-48.6pp |
| Annual return | 17.39% | 19.62%-2.2pp | 42.97%-25.6pp | 17.84%-0.5pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $599 | $3,437-82.6% | $4,924-87.8% | $4,249-85.9% |
| Admin fee / account holder | $64 | $8,912-99.3% | $10,340-99.4% | $8,951-99.3% |