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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 | $20,912 | $118,971-82.4% | $112,977-81.5% | $73,497-71.5% |
| Participation rate | 51.8% | 83.3%-31.5pp | 82.6%-30.8pp | 70.7%-18.9pp |
| Annual return | 14.20% | 17.79%-3.6pp | 24.24%-10.0pp | 28.51%-14.3pp |
| Employer contribution / active EE | $0 | $4,091-100.0% | $4,255-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $897 | $6,133-85.4% | $5,836-84.6% | $3,740-76.0% |
| Admin fee / account holder | $254 | $573-55.7% | $6,294-96.0% | $513-50.6% |