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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 | $3,566 | $76,551-95.3% | $123,894-97.1% | $62,881-94.3% |
| Participation rate | 40.6% | 73.0%-32.4pp | 81.4%-40.8pp | 69.3%-28.7pp |
| Annual return | 16.81% | 18.68%-1.9pp | 47.52%-30.7pp | 20.14%-3.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,005 | $4,840-79.2% | $5,984-83.2% | $3,203-68.6% |
| Admin fee / account holder | $69 | $4,826-98.6% | $8,357-99.2% | $4,296-98.4% |