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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 | $7,100 | $80,992-91.2% | $96,534-92.6% | $75,173-90.6% |
| Participation rate | 54.7% | 71.8%-17.1pp | 76.0%-21.3pp | 67.2%-12.5pp |
| Annual return | 19.45% | 27.05%-7.6pp | 25.88%-6.4pp | 160.72%-141.3pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,080 | $3,929-72.5% | $4,851-77.7% | $4,126-73.8% |
| Admin fee / account holder | $111 | $6,717-98.3% | $8,253-98.6% | $5,651-98.0% |