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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 | $4,034 | $106,749-96.2% | $145,433-97.2% | $82,448-95.1% |
| Participation rate | 69.0% | 75.6%-6.7pp | 82.1%-13.2pp | 68.1%+0.9pp |
| Annual return | 20.69% | 27.59%-6.9pp | 66.58%-45.9pp | 41.64%-20.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,522 | $6,519-76.7% | $7,897-80.7% | $4,139-63.2% |
| Admin fee / account holder | $182 | $8,390-97.8% | $13,129-98.6% | $7,234-97.5% |