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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 | $2,252 | $57,065-96.1% | $75,670-97.0% | $70,131-96.8% |
| Participation rate | 25.8% | 68.1%-42.3pp | 72.3%-46.5pp | 69.5%-43.7pp |
| Annual return | 28.06% | 23.57%+4.5pp | 27.34%+0.7pp | 73.14%-45.1pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $285 | $2,580-89.0% | $3,142-90.9% | $3,332-91.5% |
| Admin fee / account holder | $123 | $3,825-96.8% | $5,800-97.9% | $4,645-97.3% |