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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 | $17,495 | $79,955-78.1% | $98,450-82.2% | $75,181-76.7% |
| Participation rate | 22.8% | 70.4%-47.6pp | 75.2%-52.4pp | 67.2%-44.4pp |
| Annual return | 24.45% | 19.75%+4.7pp | 21.16%+3.3pp | 160.69%-136.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,207 | $3,752-67.8% | $4,739-74.5% | $4,126-70.8% |
| Admin fee / account holder | $156 | $6,841-97.7% | $8,961-98.3% | $5,650-97.2% |