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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 | $18,172 | $77,472-76.5% | $100,392-81.9% | $80,935-77.5% |
| Participation rate | 58.1% | 76.9%-18.9pp | 81.5%-23.4pp | 67.7%-9.6pp |
| Annual return | 18.56% | 37.26%-18.7pp | 49.45%-30.9pp | 35.66%-17.1pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,746 | $6,818-74.4% | $8,090-78.4% | $4,299-59.4% |
| Admin fee / account holder | $0 | $5,885-100.0% | $7,904-100.0% | $6,924-100.0% |