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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 | $19,731 | $69,977-71.8% | $108,582-81.8% | $62,881-68.6% |
| Participation rate | 55.6% | 72.9%-17.3pp | 79.6%-24.0pp | 69.3%-13.7pp |
| Annual return | 7.38% | 10.73%-3.3pp | -51.70%+59.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $931 | $3,165-70.6% | $4,311-78.4% | $3,203-70.9% |
| Admin fee / account holder | $59 | $5,076-98.8% | $7,645-99.2% | $4,296-98.6% |