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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 | $31,382 | $95,453-67.1% | $112,040-72.0% | $82,448-61.9% |
| Participation rate | 20.0% | 72.8%-52.8pp | 76.5%-56.5pp | 68.1%-48.1pp |
| Annual return | 15.95% | 23.92%-8.0pp | 24.52%-8.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $682 | $4,224-83.8% | $5,098-86.6% | $4,139-83.5% |
| Admin fee / account holder | $20 | $9,013-99.8% | $12,098-99.8% | $7,234-99.7% |