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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 | $6,995 | $49,255-85.8% | $70,494-90.1% | $79,856-91.2% |
| Participation rate | 53.3% | 69.2%-15.8pp | 75.1%-21.7pp | 69.6%-16.3pp |
| Annual return | 7.39% | 30.10%-22.7pp | 109.16%-101.8pp | 31.71%-24.3pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $466 | $2,768-83.1% | $3,711-87.4% | $3,741-87.5% |
| Admin fee / account holder | $181 | $2,879-93.7% | $3,848-95.3% | $5,306-96.6% |