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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 | $4,429 | $101,778-95.6% | $164,975-97.3% | $80,925-94.5% |
| Participation rate | 25.6% | 71.8%-46.2pp | 78.6%-53.0pp | 67.7%-42.0pp |
| Annual return | 11.76% | 16.73%-5.0pp | 70.12%-58.4pp | 35.65%-23.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $403 | $4,477-91.0% | $6,033-93.3% | $4,299-90.6% |
| Admin fee / account holder | $78 | $8,221-99.0% | $12,688-99.4% | $6,940-98.9% |