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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 | $4,423 | $64,462-93.1% | $81,482-94.6% | $80,911-94.5% |
| Participation rate | 65.0% | 63.9%+1.1pp | 69.5%-4.5pp | 67.6%-2.6pp |
| Annual return | 10.49% | 16.35%-5.9pp | 24.79%-14.3pp | 35.63%-25.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $430 | $3,094-86.1% | $3,885-88.9% | $4,297-90.0% |
| Admin fee / account holder | $75 | $5,678-98.7% | $5,761-98.7% | $6,935-98.9% |