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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 | $6,728 | $75,720-91.1% | $90,312-92.6% | $86,983-92.3% |
| Participation rate | 13.7% | 66.3%-52.5pp | 72.9%-59.2pp | 69.5%-55.8pp |
| Annual return | 14.52% | 18.55%-4.0pp | 18.90%-4.4pp | 25.83%-11.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,243-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $250 | $3,001-91.7% | $3,749-93.3% | $4,194-94.0% |
| Admin fee / account holder | $188 | $6,201-97.0% | $8,248-97.7% | $7,856-97.6% |