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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 | $2,703 | $56,894-95.2% | $84,753-96.8% | $62,881-95.7% |
| Participation rate | 60.0% | 68.5%-8.5pp | 76.6%-16.6pp | 69.3%-9.3pp |
| Annual return | 4.89% | 6.30%-1.4pp | 22.78%-17.9pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $479 | $2,709-82.3% | $3,712-87.1% | $3,203-85.1% |
| Admin fee / account holder | $206 | $3,581-94.2% | $5,333-96.1% | $4,296-95.2% |