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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 | $10,166 | $51,166-80.1% | $70,544-85.6% | $71,511-85.8% |
| Participation rate | 26.2% | 59.4%-33.1pp | 68.4%-42.1pp | 67.9%-41.7pp |
| Annual return | 19.30% | 42.71%-23.4pp | 32.79%-13.5pp | 28.86%-9.6pp |
| Employer contribution / active EE | $0 | $1,793-100.0% | $2,976-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $856 | $3,031-71.8% | $4,568-81.3% | $4,291-80.1% |
| Admin fee / account holder | $296 | $2,000-85.2% | $6,427-95.4% | $1,588-81.4% |