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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 | $2,418 | $76,371-96.8% | $93,621-97.4% | $72,975-96.7% |
| Participation rate | 46.5% | 71.8%-25.2pp | 75.8%-29.3pp | 69.5%-23.0pp |
| Annual return | 35.31% | 25.82%+9.5pp | 32.76%+2.5pp | 81.01%-45.7pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $845 | $3,538-76.1% | $4,070-79.2% | $3,608-76.6% |
| Admin fee / account holder | $220 | $6,839-96.8% | $7,890-97.2% | $5,124-95.7% |