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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 | $5,033 | $71,215-92.9% | $93,696-94.6% | $80,935-93.8% |
| Participation rate | 38.9% | 60.4%-21.5pp | 68.7%-29.8pp | 67.7%-28.8pp |
| Annual return | 12.87% | 11.27%+1.6pp | 133.74%-120.9pp | 35.66%-22.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $580 | $4,037-85.6% | $4,417-86.9% | $4,299-86.5% |
| Admin fee / account holder | $287 | $6,958-95.9% | $8,287-96.5% | $6,924-95.9% |