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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 | $7,271 | $138,385-94.7% | $184,243-96.1% | $80,925-91.0% |
| Participation rate | 3.4% | 83.9%-80.4pp | 86.8%-83.4pp | 67.7%-64.2pp |
| Annual return | 12.74% | 20.02%-7.3pp | 28.82%-16.1pp | 35.65%-22.9pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $134 | $7,075-98.1% | $9,132-98.5% | $4,299-96.9% |
| Admin fee / account holder | $208 | $10,489-98.0% | $13,914-98.5% | $6,940-97.0% |