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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 | $4,772 | $45,087-89.4% | $69,483-93.1% | $72,976-93.5% |
| Participation rate | 19.5% | 68.5%-49.0pp | 74.6%-55.1pp | 69.5%-50.0pp |
| Annual return | 14.15% | 22.67%-8.5pp | 28.99%-14.8pp | 81.02%-66.9pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $308 | $2,603-88.2% | $3,537-91.3% | $3,608-91.5% |
| Admin fee / account holder | $125 | $3,057-95.9% | $3,841-96.7% | $5,124-97.6% |