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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 | $3,882 | $52,306-92.6% | $69,779-94.4% | $62,881-93.8% |
| Participation rate | 21.8% | 67.2%-45.4pp | 71.8%-50.0pp | 69.3%-47.5pp |
| Annual return | 18.69% | 13.35%+5.3pp | 12.99%+5.7pp | 20.14%-1.5pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $905 | $2,395-62.2% | $2,931-69.1% | $3,203-71.7% |
| Admin fee / account holder | $94 | $3,691-97.4% | $4,381-97.8% | $4,296-97.8% |