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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 | $4,868 | $58,523-91.7% | $99,479-95.1% | $72,976-93.3% |
| Participation rate | 26.9% | 64.6%-37.8pp | 73.8%-47.0pp | 69.5%-42.6pp |
| Annual return | 27.71% | 28.51%-0.8pp | 30.72%-3.0pp | 81.02%-53.3pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $671 | $2,606-74.3% | $3,619-81.5% | $3,608-81.4% |
| Admin fee / account holder | $297 | $4,102-92.7% | $6,253-95.2% | $5,124-94.2% |