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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 | $12,797 | $86,949-85.3% | $102,460-87.5% | $80,959-84.2% |
| Participation rate | 51.0% | 72.4%-21.4pp | 76.5%-25.5pp | 67.7%-16.7pp |
| Annual return | 15.25% | 18.89%-3.6pp | 29.47%-14.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,132 | $4,121-72.5% | $5,056-77.6% | $4,300-73.7% |
| Admin fee / account holder | $53 | $8,048-99.3% | $9,460-99.4% | $6,925-99.2% |