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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 | $39,935 | $138,386-71.1% | $184,260-78.3% | $80,935-50.7% |
| Participation rate | 52.9% | 83.9%-31.0pp | 86.8%-33.9pp | 67.7%-14.7pp |
| Annual return | 15.71% | 20.02%-4.3pp | 28.84%-13.1pp | 35.66%-19.9pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,529 | $7,076-78.4% | $9,133-83.3% | $4,299-64.4% |
| Admin fee / account holder | $20 | $10,489-99.8% | $13,898-99.9% | $6,924-99.7% |