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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 | $3,830 | $57,119-93.3% | $85,187-95.5% | $80,935-95.3% |
| Participation rate | 29.7% | 56.4%-26.7pp | 67.5%-37.8pp | 67.7%-37.9pp |
| Annual return | 13.26% | 21.70%-8.4pp | 66.67%-53.4pp | 35.66%-22.4pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $500 | $3,115-84.0% | $4,525-89.0% | $4,299-88.4% |
| Admin fee / account holder | $70 | $4,990-98.6% | $6,162-98.9% | $6,924-99.0% |