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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 | $5,930 | $47,848-87.6% | $81,473-92.7% | $70,126-91.5% |
| Participation rate | 17.4% | 58.3%-40.9pp | 68.0%-50.6pp | 69.5%-52.1pp |
| Annual return | 19.65% | 27.25%-7.6pp | 38.78%-19.1pp | 73.15%-53.5pp |
| Employer contribution / active EE | $223 | $1,527-85.4% | $2,568-91.3% | $2,343-90.5% |
| Participant deferral / active EE | $267 | $2,453-89.1% | $3,537-92.4% | $3,332-92.0% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |