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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 | $1,295 | $77,962-98.3% | $178,540-99.3% | $80,935-98.4% |
| Participation rate | 41.9% | 65.7%-23.7pp | 77.1%-35.2pp | 67.7%-25.7pp |
| Annual return | 16.41% | 18.10%-1.7pp | 27.15%-10.7pp | 35.66%-19.3pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $333 | $4,404-92.4% | $6,281-94.7% | $4,299-92.3% |
| Admin fee / account holder | $213 | $7,156-97.0% | $10,424-98.0% | $6,924-96.9% |