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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 | $8,083 | $60,349-86.6% | $74,184-89.1% | $62,881-87.1% |
| Participation rate | 55.9% | 72.7%-16.8pp | 76.6%-20.7pp | 69.3%-13.4pp |
| Annual return | 7.69% | 21.38%-13.7pp | 17.74%-10.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $720 | $2,856-74.8% | $3,550-79.7% | $3,203-77.5% |
| Admin fee / account holder | $125 | $4,261-97.1% | $5,586-97.8% | $4,296-97.1% |