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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 | $5,370 | $77,358-93.1% | $102,184-94.7% | $87,485-93.9% |
| Participation rate | 9.7% | 78.7%-69.0pp | 82.6%-72.9pp | 68.9%-59.3pp |
| Annual return | 21.88% | 41.11%-19.2pp | 31.58%-9.7pp | 26.06%-4.2pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $222 | $6,753-96.7% | $8,309-97.3% | $4,274-94.8% |
| Admin fee / account holder | $54 | $6,809-99.2% | $11,609-99.5% | $7,775-99.3% |