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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 | $7,473 | $56,894-86.9% | $84,753-91.2% | $62,881-88.1% |
| Participation rate | 17.2% | 68.5%-51.3pp | 76.6%-59.4pp | 69.3%-52.1pp |
| Annual return | 4.67% | 6.30%-1.6pp | 22.78%-18.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $598 | $2,709-77.9% | $3,712-83.9% | $3,203-81.3% |
| Admin fee / account holder | $197 | $3,581-94.5% | $5,333-96.3% | $4,296-95.4% |