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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 | $3,222 | $54,541-94.1% | $78,778-95.9% | $70,126-95.4% |
| Participation rate | 26.9% | 60.8%-33.9pp | 69.2%-42.3pp | 69.5%-42.6pp |
| Annual return | 26.29% | 21.07%+5.2pp | 35.62%-9.3pp | 73.15%-46.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $489 | $2,210-77.9% | $2,958-83.5% | $3,332-85.3% |
| Admin fee / account holder | $151 | $3,709-95.9% | $5,134-97.1% | $4,645-96.7% |