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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 | $7,326 | $43,344-83.1% | $59,899-87.8% | $64,173-88.6% |
| Participation rate | 65.7% | 69.2%-3.4pp | 74.7%-9.0pp | 69.6%-3.9pp |
| Annual return | 10.18% | -1.55%+11.7pp | 3.46%+6.7pp | 7.63%+2.5pp |
| Employer contribution / active EE | $766 | $2,030-62.3% | $2,723-71.9% | $2,381-67.8% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $178 | $3,008-94.1% | $3,592-95.0% | $4,887-96.3% |