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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 | $777 | $58,627-98.7% | $76,735-99.0% | $82,448-99.1% |
| Participation rate | 37.0% | 63.2%-26.2pp | 69.5%-32.5pp | 68.1%-31.0pp |
| Annual return | 15.90% | 39.10%-23.2pp | 29.77%-13.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $165 | $5,323-96.9% | $7,189-97.7% | $7,234-97.7% |