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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 | $7,076 | $80,855-91.2% | $153,416-95.4% | $86,983-91.9% |
| Participation rate | 20.0% | 64.1%-44.1pp | 74.3%-54.3pp | 69.5%-49.5pp |
| Annual return | 19.84% | 16.18%+3.7pp | 17.84%+2.0pp | 25.83%-6.0pp |
| Employer contribution / active EE | $0 | $2,308-100.0% | $3,764-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $523 | $3,333-84.3% | $4,723-88.9% | $4,194-87.5% |
| Admin fee / account holder | $114 | $6,908-98.4% | $13,095-99.1% | $7,856-98.6% |