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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 | $6,340 | $53,837-88.2% | $75,714-91.6% | $85,847-92.6% |
| Participation rate | 15.6% | 69.1%-53.4pp | 74.8%-59.2pp | 69.3%-53.7pp |
| Annual return | 27.86% | 24.54%+3.3pp | 104.62%-76.8pp | 318.61%-290.7pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $599 | $2,895-79.3% | $3,820-84.3% | $3,952-84.9% |
| Admin fee / account holder | $22 | $3,339-99.3% | $3,619-99.4% | $6,261-99.6% |