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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 | $2,852 | $43,075-93.4% | $74,577-96.2% | $62,881-95.5% |
| Participation rate | 57.5% | 58.1%-0.6pp | 68.1%-10.6pp | 69.3%-11.8pp |
| Annual return | 4.94% | 17.50%-12.6pp | 20.47%-15.5pp | 20.14%-15.2pp |
| Employer contribution / active EE | $392 | $1,498-73.8% | $2,525-84.5% | $2,281-82.8% |
| Participant deferral / active EE | $727 | $2,389-69.6% | $3,458-79.0% | $3,203-77.3% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |