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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 | $19,373 | $138,385-86.0% | $184,200-89.5% | $80,874-76.0% |
| Participation rate | 27.5% | 83.9%-56.4pp | 86.8%-59.4pp | 67.6%-40.2pp |
| Annual return | 14.99% | 20.02%-5.0pp | 28.80%-13.8pp | 35.62%-20.6pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,232 | $7,073-68.4% | $9,132-75.6% | $4,297-48.1% |
| Admin fee / account holder | $175 | $10,483-98.3% | $13,907-98.7% | $6,935-97.5% |