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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 | $4,786 | $65,582-92.7% | $64,097-92.5% | $71,529-93.3% |
| Participation rate | 25.2% | 73.2%-48.0pp | 72.3%-47.1pp | 67.9%-42.7pp |
| Annual return | 17.67% | 18.96%-1.3pp | 33.75%-16.1pp | 28.97%-11.3pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,750-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $372 | $3,628-89.7% | $3,881-90.4% | $4,291-91.3% |
| Admin fee / account holder | $226 | $616-63.4% | $3,070-92.7% | $1,588-85.8% |