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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 | $3,607 | $60,349-94.0% | $74,184-95.1% | $62,881-94.3% |
| Participation rate | 12.1% | 72.7%-60.6pp | 76.6%-64.5pp | 69.3%-57.2pp |
| Annual return | 10.73% | 21.38%-10.6pp | 17.74%-7.0pp | 20.14%-9.4pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $103 | $2,856-96.4% | $3,550-97.1% | $3,203-96.8% |
| Admin fee / account holder | $238 | $4,261-94.4% | $5,586-95.7% | $4,296-94.5% |