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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 | $8,396 | $67,606-87.6% | $82,313-89.8% | $70,131-88.0% |
| Participation rate | 45.2% | 72.8%-27.5pp | 76.9%-31.7pp | 69.5%-24.3pp |
| Annual return | 19.41% | 21.57%-2.2pp | 25.88%-6.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $765 | $2,987-74.4% | $3,706-79.3% | $3,332-77.0% |
| Admin fee / account holder | $238 | $4,512-94.7% | $5,608-95.8% | $4,645-94.9% |