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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 | $71,353-92.5% | $92,805-94.2% | $86,983-93.8% |
| Participation rate | 9.7% | 80.9%-71.2pp | 83.5%-73.8pp | 69.5%-59.9pp |
| Annual return | 21.88% | 44.68%-22.8pp | 31.59%-9.7pp | 25.83%-4.0pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $222 | $6,966-96.8% | $8,448-97.4% | $4,194-94.7% |
| Admin fee / account holder | $54 | $6,099-99.1% | $10,911-99.5% | $7,856-99.3% |