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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 | $7,991 | $63,809-87.5% | $81,353-90.2% | $80,935-90.1% |
| Participation rate | 4.6% | 63.9%-59.3pp | 69.5%-64.9pp | 67.7%-63.0pp |
| Annual return | 15.33% | 16.37%-1.0pp | 24.82%-9.5pp | 35.66%-20.3pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $99 | $3,093-96.8% | $3,885-97.5% | $4,299-97.7% |
| Admin fee / account holder | $20 | $5,686-99.7% | $5,766-99.7% | $6,924-99.7% |