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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 | $4,637 | $91,019-94.9% | $392,568-98.8% | $72,976-93.6% |
| Participation rate | 18.6% | 74.4%-55.8pp | 78.1%-59.5pp | 69.5%-50.9pp |
| Annual return | 21.51% | 20.00%+1.5pp | 24.42%-2.9pp | 81.02%-59.5pp |
| Employer contribution / active EE | $0 | $2,751-100.0% | $3,783-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $270 | $4,570-94.1% | $5,985-95.5% | $3,608-92.5% |
| Admin fee / account holder | $271 | $4,895-94.5% | $6,260-95.7% | $5,124-94.7% |