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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 | $115,931-95.5% | $185,441-97.2% | $86,983-94.0% |
| Participation rate | 62.5% | 73.6%-11.1pp | 80.3%-17.8pp | 69.5%-7.0pp |
| Annual return | 13.56% | 21.47%-7.9pp | 20.16%-6.6pp | 25.83%-12.3pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $818 | $4,551-82.0% | $6,152-86.7% | $4,194-80.5% |
| Admin fee / account holder | $200 | $10,687-98.1% | $17,890-98.9% | $7,856-97.5% |