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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 | $6,782 | $56,438-88.0% | $76,872-91.2% | $71,511-90.5% |
| Participation rate | 20.2% | 64.3%-44.1pp | 69.6%-49.4pp | 67.9%-47.8pp |
| Annual return | 18.40% | 19.05%-0.6pp | 37.90%-19.5pp | 28.86%-10.5pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,533-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $452 | $3,136-85.6% | $3,832-88.2% | $4,291-89.5% |
| Admin fee / account holder | $190 | $1,430-86.7% | $5,476-96.5% | $1,588-88.0% |