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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 | $8,721 | $52,639-83.4% | $185,117-95.3% | $62,293-86.0% |
| Participation rate | 5.1% | 63.9%-58.8pp | 77.3%-72.2pp | 69.5%-64.4pp |
| Annual return | 23.12% | 19.57%+3.5pp | 40.50%-17.4pp | 28.90%-5.8pp |
| Employer contribution / active EE | $0 | $1,483-100.0% | $4,182-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $158 | $3,097-94.9% | $5,045-96.9% | $3,169-95.0% |
| Admin fee / account holder | $45 | $374-88.1% | $8,159-99.5% | $479-90.7% |