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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 | $7,224 | $47,848-84.9% | $81,473-91.1% | $70,124-89.7% |
| Participation rate | 20.0% | 58.3%-38.3pp | 68.0%-48.0pp | 69.5%-49.5pp |
| Annual return | 22.34% | 27.25%-4.9pp | 38.78%-16.4pp | 73.14%-50.8pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $641 | $2,453-73.9% | $3,537-81.9% | $3,332-80.8% |
| Admin fee / account holder | $67 | $3,145-97.9% | $4,561-98.5% | $4,645-98.6% |