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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 | $15,562 | $95,453-83.7% | $112,040-86.1% | $82,448-81.1% |
| Participation rate | 53.7% | 72.8%-19.1pp | 76.5%-22.8pp | 68.1%-14.4pp |
| Annual return | 13.23% | 23.92%-10.7pp | 24.52%-11.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,460 | $4,224-65.4% | $5,098-71.4% | $4,139-64.7% |
| Admin fee / account holder | $60 | $9,013-99.3% | $12,098-99.5% | $7,234-99.2% |