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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 | $25,091 | $67,602-62.9% | $82,312-69.5% | $70,126-64.2% |
| Participation rate | 37.9% | 72.8%-34.8pp | 76.9%-39.0pp | 69.5%-31.6pp |
| Annual return | 14.69% | 21.57%-6.9pp | 25.88%-11.2pp | 73.15%-58.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $730 | $2,987-75.5% | $3,706-80.3% | $3,332-78.1% |
| Admin fee / account holder | $283 | $4,512-93.7% | $5,608-95.0% | $4,645-93.9% |