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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 | $4,189 | $47,848-91.2% | $81,473-94.9% | $70,126-94.0% |
| Participation rate | 60.0% | 58.3%+1.7pp | 68.0%-8.0pp | 69.5%-9.5pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $513 | $2,453-79.1% | $3,537-85.5% | $3,332-84.6% |
| Admin fee / account holder | $237 | $3,145-92.5% | $4,561-94.8% | $4,645-94.9% |