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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 | $114,712-95.5% | $173,730-97.0% | $87,485-94.1% |
| Participation rate | 62.5% | 73.0%-10.5pp | 79.6%-17.1pp | 68.9%-6.4pp |
| Annual return | 13.56% | 20.18%-6.6pp | 19.96%-6.4pp | 26.06%-12.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $818 | $4,642-82.4% | $6,326-87.1% | $4,274-80.9% |
| Admin fee / account holder | $200 | $10,210-98.0% | $17,523-98.9% | $7,775-97.4% |