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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 | $4,034 | $106,524-96.2% | $152,301-97.4% | $87,485-95.4% |
| Participation rate | 69.0% | 75.8%-6.8pp | 82.4%-13.5pp | 68.9%0pp |
| Annual return | 20.69% | 26.89%-6.2pp | 80.50%-59.8pp | 26.06%-5.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,522 | $6,525-76.7% | $8,004-81.0% | $4,274-64.4% |
| Admin fee / account holder | $182 | $8,287-97.8% | $14,398-98.7% | $7,775-97.7% |