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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 | $67,894-90.1% | $89,340-92.5% | $82,448-91.8% |
| Participation rate | 13.7% | 64.0%-50.3pp | 69.6%-55.8pp | 68.1%-54.3pp |
| Annual return | 14.52% | 19.21%-4.7pp | 20.57%-6.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $250 | $3,072-91.9% | $3,823-93.5% | $4,139-94.0% |
| Admin fee / account holder | $188 | $5,723-96.7% | $6,704-97.2% | $7,234-97.4% |