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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 | $5,797 | $68,880-91.6% | $120,580-95.2% | $80,959-92.8% |
| Participation rate | 36.0% | 61.7%-25.7pp | 72.0%-36.0pp | 67.7%-31.7pp |
| Annual return | 15.05% | 23.68%-8.6pp | 107.48%-92.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $606 | $3,191-81.0% | $4,995-87.9% | $4,300-85.9% |
| Admin fee / account holder | $126 | $5,785-97.8% | $9,418-98.7% | $6,925-98.2% |