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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 | $19,983 | $66,764-70.1% | $88,497-77.4% | $62,881-68.2% |
| Participation rate | 47.7% | 77.3%-29.5pp | 82.4%-34.7pp | 69.3%-21.6pp |
| Annual return | 15.28% | 10.37%+4.9pp | 7.63%+7.7pp | 20.14%-4.9pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $4,036-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $541 | $3,976-86.4% | $4,899-89.0% | $3,203-83.1% |
| Admin fee / account holder | $114 | $4,668-97.6% | $6,220-98.2% | $4,296-97.3% |