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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 | $10,757 | $60,349-82.2% | $74,184-85.5% | $62,881-82.9% |
| Participation rate | 35.5% | 72.7%-37.2pp | 76.6%-41.1pp | 69.3%-33.8pp |
| Annual return | 5.52% | 21.38%-15.9pp | 17.74%-12.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $387 | $2,856-86.4% | $3,550-89.1% | $3,203-87.9% |
| Admin fee / account holder | $169 | $4,261-96.0% | $5,586-97.0% | $4,296-96.1% |