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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 | $5,374 | $81,446-93.4% | $103,374-94.8% | $80,874-93.4% |
| Participation rate | 61.5% | 66.9%-5.3pp | 74.5%-13.0pp | 67.6%-6.1pp |
| Annual return | 14.23% | 25.57%-11.3pp | 24.89%-10.7pp | 35.62%-21.4pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $841 | $3,870-78.3% | $5,058-83.4% | $4,297-80.4% |
| Admin fee / account holder | $89 | $6,715-98.7% | $8,394-98.9% | $6,935-98.7% |