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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 | $7,155 | $77,574-90.8% | $108,753-93.4% | $86,983-91.8% |
| Participation rate | 16.7% | 62.3%-45.6pp | 71.1%-54.4pp | 69.5%-52.9pp |
| Annual return | 14.06% | 18.42%-4.4pp | 37.47%-23.4pp | 25.83%-11.8pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $224 | $3,128-92.8% | $4,115-94.6% | $4,194-94.7% |
| Admin fee / account holder | $299 | $6,529-95.4% | $10,320-97.1% | $7,856-96.2% |