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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 | $10,781 | $69,444-84.5% | $92,985-88.4% | $87,485-87.7% |
| Participation rate | 56.0% | 63.3%-7.3pp | 69.5%-13.5pp | 68.9%-12.9pp |
| Annual return | 19.86% | 23.85%-4.0pp | 27.99%-8.1pp | 26.06%-6.2pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,220 | $3,364-63.7% | $4,377-72.1% | $4,274-71.5% |
| Admin fee / account holder | $216 | $6,137-96.5% | $9,463-97.7% | $7,775-97.2% |