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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 | $69,273-90.3% | $90,796-92.6% | $82,637-91.9% |
| Participation rate | 13.7% | 64.0%-50.3pp | 69.5%-55.8pp | 68.1%-54.3pp |
| Annual return | 14.52% | 18.37%-3.8pp | 19.29%-4.8pp | 53.51%-39.0pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $250 | $3,047-91.8% | $3,822-93.5% | $4,126-93.9% |
| Admin fee / account holder | $188 | $5,511-96.6% | $7,024-97.3% | $7,339-97.4% |