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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 | $3,687 | $86,940-95.8% | $102,434-96.4% | $80,935-95.4% |
| Participation rate | 52.3% | 72.4%-20.1pp | 76.5%-24.2pp | 67.7%-15.4pp |
| Annual return | 14.32% | 18.89%-4.6pp | 29.46%-15.1pp | 35.66%-21.3pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $571 | $4,121-86.1% | $5,055-88.7% | $4,299-86.7% |
| Admin fee / account holder | $43 | $8,047-99.5% | $9,462-99.5% | $6,924-99.4% |