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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 | $9,748 | $60,349-83.8% | $74,184-86.9% | $62,881-84.5% |
| Participation rate | 21.9% | 72.7%-50.9pp | 76.6%-54.7pp | 69.3%-47.4pp |
| Annual return | 7.59% | 21.38%-13.8pp | 17.74%-10.1pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $212 | $2,856-92.6% | $3,550-94.0% | $3,203-93.4% |
| Admin fee / account holder | $192 | $4,261-95.5% | $5,586-96.6% | $4,296-95.5% |