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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 | $6,135 | $45,087-86.4% | $69,483-91.2% | $72,976-91.6% |
| Participation rate | 53.7% | 68.5%-14.8pp | 74.6%-20.9pp | 69.5%-15.8pp |
| Annual return | 18.35% | 22.67%-4.3pp | 28.99%-10.6pp | 81.02%-62.7pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $482 | $2,603-81.5% | $3,537-86.4% | $3,608-86.6% |
| Admin fee / account holder | $124 | $3,057-95.9% | $3,841-96.8% | $5,124-97.6% |