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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 | $4,336 | $49,249-91.2% | $70,476-93.8% | $79,852-94.6% |
| Participation rate | 21.4% | 69.2%-47.7pp | 75.1%-53.6pp | 69.6%-48.2pp |
| Annual return | 19.35% | 30.09%-10.7pp | 109.12%-89.8pp | 31.72%-12.4pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $466 | $2,769-83.2% | $3,710-87.4% | $3,740-87.5% |
| Admin fee / account holder | $54 | $2,878-98.1% | $3,847-98.6% | $5,306-99.0% |