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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 | $2,210 | $65,582-96.6% | $64,099-96.6% | $71,495-96.9% |
| Participation rate | 46.9% | 73.2%-26.3pp | 72.3%-25.4pp | 67.9%-21.1pp |
| Annual return | 20.81% | 18.96%+1.8pp | 33.70%-12.9pp | 28.85%-8.0pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,748-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $436 | $3,628-88.0% | $3,881-88.8% | $4,291-89.8% |
| Admin fee / account holder | $211 | $616-65.7% | $3,070-93.1% | $1,588-86.7% |