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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 | $19,832 | $87,834-77.4% | $133,975-85.2% | $62,881-68.5% |
| Participation rate | 60.0% | 83.4%-23.4pp | 87.1%-27.1pp | 69.3%-9.3pp |
| Annual return | 15.68% | 12.05%+3.6pp | 29.29%-13.6pp | 20.14%-4.5pp |
| Employer contribution / active EE | $1,505 | $3,482-56.8% | $5,211-71.1% | $2,281-34.0% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $5,372-100.0% | $9,324-100.0% | $4,296-100.0% |