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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 | $15,855 | $72,273-78.1% | $101,275-84.3% | $79,856-80.1% |
| Participation rate | 10.6% | 68.5%-57.9pp | 75.8%-65.2pp | 69.6%-59.0pp |
| Annual return | 20.90% | 22.30%-1.4pp | 46.48%-25.6pp | 31.71%-10.8pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $501 | $3,282-84.7% | $4,371-88.5% | $3,741-86.6% |
| Admin fee / account holder | $19 | $4,401-99.6% | $5,948-99.7% | $5,306-99.6% |