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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 | $5,431 | $48,364-88.8% | $71,796-92.4% | $62,881-91.4% |
| Participation rate | 18.5% | 60.6%-42.2pp | 69.1%-50.7pp | 69.3%-50.8pp |
| Annual return | 14.71% | 13.16%+1.6pp | 78.04%-63.3pp | 20.14%-5.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $646 | $2,091-69.1% | $2,794-76.9% | $3,203-79.8% |
| Admin fee / account holder | $84 | $3,771-97.8% | $4,815-98.2% | $4,296-98.0% |