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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 | $22,652 | $67,602-66.5% | $82,312-72.5% | $70,126-67.7% |
| Participation rate | 34.1% | 72.8%-38.6pp | 76.9%-42.7pp | 69.5%-35.4pp |
| Annual return | 17.15% | 21.57%-4.4pp | 25.88%-8.7pp | 73.15%-56.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $317 | $2,987-89.4% | $3,706-91.4% | $3,332-90.5% |
| Admin fee / account holder | $26 | $4,512-99.4% | $5,608-99.5% | $4,645-99.4% |