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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 | $5,448 | $52,580-89.6% | $71,671-92.4% | $70,124-92.2% |
| Participation rate | 44.6% | 60.9%-16.2pp | 68.7%-24.1pp | 69.5%-24.9pp |
| Annual return | 21.56% | 20.25%+1.3pp | 20.65%+0.9pp | 73.14%-51.6pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $657 | $2,386-72.5% | $3,438-80.9% | $3,332-80.3% |
| Admin fee / account holder | $106 | $3,653-97.1% | $5,558-98.1% | $4,645-97.7% |