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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 | $5,740 | $39,132-85.3% | $57,196-90.0% | $62,881-90.9% |
| Participation rate | 18.5% | 70.5%-52.0pp | 75.3%-56.9pp | 69.3%-50.8pp |
| Annual return | 15.47% | 9.24%+6.2pp | 14.59%+0.9pp | 20.14%-4.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $549 | $2,374-76.9% | $3,096-82.3% | $3,203-82.9% |
| Admin fee / account holder | $79 | $2,594-97.0% | $3,141-97.5% | $4,296-98.2% |