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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 | $2,926 | $60,349-95.2% | $74,184-96.1% | $62,881-95.3% |
| Participation rate | 28.6% | 72.7%-44.2pp | 76.6%-48.0pp | 69.3%-40.7pp |
| Annual return | 7.65% | 21.38%-13.7pp | 17.74%-10.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $226 | $2,856-92.1% | $3,550-93.6% | $3,203-92.9% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |