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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 | $78,520-93.2% | $96,576-94.4% | $82,448-93.5% |
| Participation rate | 9.7% | 77.7%-68.1pp | 81.4%-71.8pp | 68.1%-58.4pp |
| Annual return | 21.88% | 41.30%-19.4pp | 38.47%-16.6pp | 41.64%-19.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $222 | $6,754-96.7% | $7,956-97.2% | $4,139-94.6% |
| Admin fee / account holder | $54 | $13,455-99.6% | $11,381-99.5% | $7,234-99.3% |