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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 | $6,949 | $57,828-88.0% | $117,039-94.1% | $70,126-90.1% |
| Participation rate | 36.4% | 67.1%-30.8pp | 77.2%-40.8pp | 69.5%-33.2pp |
| Annual return | 20.96% | 17.55%+3.4pp | 18.95%+2.0pp | 73.15%-52.2pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $338 | $2,438-86.1% | $3,929-91.4% | $3,332-89.9% |
| Admin fee / account holder | $225 | $3,548-93.6% | $5,974-96.2% | $4,645-95.1% |