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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 | $2,551 | $65,712-96.1% | $57,196-95.5% | $273,972-99.1% |
| Participation rate | 25.0% | 78.3%-53.3pp | 75.3%-50.3pp | 83.0%-58.0pp |
| Annual return | 6.43% | 22.01%-15.6pp | 14.59%-8.2pp | 41.46%-35.0pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $364 | $3,782-90.4% | $3,096-88.2% | $5,287-93.1% |
| Admin fee / account holder | $251 | $4,838-94.8% | $3,141-92.0% | $10,133-97.5% |