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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 | $8,756 | $56,894-84.6% | $84,753-89.7% | $62,881-86.1% |
| Participation rate | 3.4% | 68.5%-65.1pp | 76.6%-73.2pp | 69.3%-65.9pp |
| Annual return | 5.20% | 6.30%-1.1pp | 22.78%-17.6pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $23 | $2,709-99.2% | $3,712-99.4% | $3,203-99.3% |
| Admin fee / account holder | $165 | $3,581-95.4% | $5,333-96.9% | $4,296-96.2% |