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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 | $4,036 | $99,345-95.9% | $84,753-95.2% | $273,972-98.5% |
| Participation rate | 28.6% | 80.7%-52.1pp | 76.6%-48.0pp | 83.0%-54.4pp |
| Annual return | 10.26% | 22.93%-12.7pp | 22.78%-12.5pp | 41.46%-31.2pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $594 | $4,270-86.1% | $3,712-84.0% | $5,287-88.8% |
| Admin fee / account holder | $100 | $6,645-98.5% | $5,333-98.1% | $10,133-99.0% |