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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 | $108,825-95.2% | $156,181-96.7% | $82,448-93.7% |
| Participation rate | 62.5% | 72.4%-9.9pp | 78.8%-16.3pp | 68.1%-5.6pp |
| Annual return | 13.56% | 20.59%-7.0pp | 64.87%-51.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $818 | $4,577-82.1% | $6,132-86.7% | $4,139-80.2% |
| Admin fee / account holder | $200 | $9,341-97.9% | $14,586-98.6% | $7,234-97.2% |