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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 | $24,582 | $86,940-71.7% | $102,434-76.0% | $80,935-69.6% |
| Participation rate | 54.1% | 72.4%-18.3pp | 76.5%-22.5pp | 67.7%-13.6pp |
| Annual return | 10.47% | 18.89%-8.4pp | 29.46%-19.0pp | 35.66%-25.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,156 | $4,121-71.9% | $5,055-77.1% | $4,299-73.1% |
| Admin fee / account holder | $247 | $8,047-96.9% | $9,462-97.4% | $6,924-96.4% |