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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 | $4,583 | $79,961-94.3% | $98,462-95.3% | $75,177-93.9% |
| Participation rate | 37.0% | 70.4%-33.3pp | 75.2%-38.1pp | 67.2%-30.2pp |
| Annual return | 22.83% | 19.75%+3.1pp | 21.17%+1.7pp | 160.75%-137.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $688 | $3,753-81.7% | $4,738-85.5% | $4,126-83.3% |
| Admin fee / account holder | $197 | $6,842-97.1% | $8,875-97.8% | $5,651-96.5% |