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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 | $14,131 | $81,947-82.8% | $105,387-86.6% | $72,976-80.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 82.6%-32.6pp | 69.5%-19.5pp |
| Annual return | 18.20% | 42.90%-24.7pp | 26.82%-8.6pp | 81.02%-62.8pp |
| Employer contribution / active EE | $0 | $3,468-100.0% | $4,213-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $928 | $4,494-79.3% | $5,502-83.1% | $3,608-74.3% |
| Admin fee / account holder | $180 | $6,258-97.1% | $6,559-97.3% | $5,124-96.5% |