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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 | $6,812 | $39,132-82.6% | $57,196-88.1% | $62,881-89.2% |
| Participation rate | 10.1% | 70.5%-60.3pp | 75.3%-65.2pp | 69.3%-59.2pp |
| Annual return | 8.65% | 9.24%-0.6pp | 14.59%-5.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $255 | $2,374-89.2% | $3,096-91.8% | $3,203-92.0% |
| Admin fee / account holder | $82 | $2,594-96.9% | $3,141-97.4% | $4,296-98.1% |