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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 | $8,326 | $54,763-84.8% | $90,324-90.8% | $72,976-88.6% |
| Participation rate | 29.3% | 65.2%-35.9pp | 73.3%-44.0pp | 69.5%-40.2pp |
| Annual return | 18.05% | 30.63%-12.6pp | 78.15%-60.1pp | 81.02%-63.0pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $722 | $2,887-75.0% | $3,885-81.4% | $3,608-80.0% |
| Admin fee / account holder | $234 | $3,973-94.1% | $5,356-95.6% | $5,124-95.4% |