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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 | $3,523 | $49,280-92.9% | $67,313-94.8% | $64,173-94.5% |
| Participation rate | 27.0% | 60.8%-33.8pp | 69.1%-42.1pp | 69.6%-42.6pp |
| Annual return | 1.91% | -1.39%+3.3pp | -4.08%+6.0pp | 7.63%-5.7pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $210 | $2,484-91.6% | $3,568-94.1% | $3,470-94.0% |
| Admin fee / account holder | $150 | $3,863-96.1% | $4,507-96.7% | $4,887-96.9% |