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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 | $5,185 | $110,137-95.3% | $161,149-96.8% | $82,637-93.7% |
| Participation rate | 62.5% | 72.4%-9.9pp | 78.8%-16.3pp | 68.1%-5.6pp |
| Annual return | 13.56% | 20.69%-7.1pp | 21.16%-7.6pp | 53.51%-40.0pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $818 | $4,575-82.1% | $6,153-86.7% | $4,126-80.2% |
| Admin fee / account holder | $200 | $9,467-97.9% | $15,194-98.7% | $7,339-97.3% |