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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 | $6,007 | $81,358-92.6% | $155,556-96.1% | $80,959-92.6% |
| Participation rate | 28.0% | 66.3%-38.3pp | 78.2%-50.2pp | 67.7%-39.7pp |
| Annual return | 10.67% | 33.39%-22.7pp | 64.84%-54.2pp | 35.67%-25.0pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $336 | $3,455-90.3% | $5,631-94.0% | $4,300-92.2% |
| Admin fee / account holder | $235 | $7,994-97.1% | $15,885-98.5% | $6,925-96.6% |