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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 | $3,500 | $49,239-92.9% | $70,462-95.0% | $79,858-95.6% |
| Participation rate | 23.2% | 69.2%-46.0pp | 75.1%-51.9pp | 69.6%-46.4pp |
| Annual return | 24.40% | 30.08%-5.7pp | 109.08%-84.7pp | 31.72%-7.3pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $454 | $2,769-83.6% | $3,710-87.8% | $3,740-87.9% |
| Admin fee / account holder | $81 | $2,876-97.2% | $3,845-97.9% | $5,306-98.5% |