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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 | $3,869 | $58,493-93.4% | $84,021-95.4% | $72,975-94.7% |
| Participation rate | 31.1% | 61.2%-30.1pp | 69.0%-37.9pp | 69.5%-38.4pp |
| Annual return | 21.07% | 28.93%-7.9pp | 71.32%-50.2pp | 81.01%-59.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $517 | $2,394-78.4% | $3,239-84.0% | $3,608-85.7% |
| Admin fee / account holder | $62 | $4,569-98.7% | $6,102-99.0% | $5,124-98.8% |