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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 | $8,052 | $72,269-88.9% | $101,271-92.0% | $79,852-89.9% |
| Participation rate | 31.6% | 68.5%-36.9pp | 75.8%-44.2pp | 69.6%-38.1pp |
| Annual return | 22.01% | 22.29%-0.3pp | 46.48%-24.5pp | 31.72%-9.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $744 | $3,282-77.3% | $4,371-83.0% | $3,740-80.1% |
| Admin fee / account holder | $42 | $4,401-99.1% | $5,948-99.3% | $5,306-99.2% |