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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 | $3,863 | $49,255-92.2% | $70,494-94.5% | $79,856-95.2% |
| Participation rate | 64.8% | 69.2%-4.3pp | 75.1%-10.2pp | 69.6%-4.8pp |
| Annual return | 12.85% | 30.10%-17.3pp | 109.16%-96.3pp | 31.71%-18.9pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $593 | $2,768-78.6% | $3,711-84.0% | $3,741-84.2% |
| Admin fee / account holder | $175 | $2,879-93.9% | $3,848-95.5% | $5,306-96.7% |