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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 | $6,361 | $56,894-88.8% | $84,753-92.5% | $62,881-89.9% |
| Participation rate | 48.3% | 68.5%-20.3pp | 76.6%-28.3pp | 69.3%-21.0pp |
| Annual return | 6.46% | 6.30%+0.2pp | 22.78%-16.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $369 | $2,709-86.4% | $3,712-90.0% | $3,203-88.5% |
| Admin fee / account holder | $157 | $3,581-95.6% | $5,333-97.1% | $4,296-96.3% |