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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 | $7,146 | $47,848-85.1% | $81,473-91.2% | $70,126-89.8% |
| Participation rate | 7.7% | 58.3%-50.6pp | 68.0%-60.3pp | 69.5%-61.8pp |
| Annual return | 0.00% | 27.25%-27.2pp | 38.78%-38.8pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $701 | $2,453-71.4% | $3,537-80.2% | $3,332-79.0% |
| Admin fee / account holder | $216 | $3,145-93.1% | $4,561-95.3% | $4,645-95.4% |