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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 | $27,449 | $83,898-67.3% | $133,346-79.4% | $94,015-70.8% |
| Participation rate | 3.6% | 63.4%-59.7pp | 72.8%-69.2pp | 70.8%-67.2pp |
| Annual return | 29.14% | 16.00%+13.1pp | 36.85%-7.7pp | 17.84%+11.3pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $182 | $3,245-94.4% | $4,332-95.8% | $4,249-95.7% |
| Admin fee / account holder | $250 | $7,809-96.8% | $14,264-98.2% | $8,951-97.2% |