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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 | $6,651 | $45,050-85.2% | $63,018-89.4% | $70,126-90.5% |
| Participation rate | 27.8% | 69.5%-41.7pp | 74.8%-47.0pp | 69.5%-41.8pp |
| Annual return | 14.35% | 18.76%-4.4pp | 87.62%-73.3pp | 73.15%-58.8pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $125 | $2,466-94.9% | $3,330-96.3% | $3,332-96.3% |
| Admin fee / account holder | $210 | $2,834-92.6% | $3,601-94.2% | $4,645-95.5% |