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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 | $7,763 | $81,276-90.4% | $155,574-95.0% | $80,925-90.4% |
| Participation rate | 28.0% | 66.2%-38.2pp | 78.2%-50.2pp | 67.7%-39.7pp |
| Annual return | 38.82% | 33.36%+5.5pp | 64.87%-26.0pp | 35.65%+3.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $808 | $3,453-76.6% | $5,629-85.6% | $4,299-81.2% |
| Admin fee / account holder | $158 | $7,993-98.0% | $15,914-99.0% | $6,940-97.7% |