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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 | $7,689 | $78,027-90.1% | $178,528-95.7% | $80,925-90.5% |
| Participation rate | 50.0% | 65.7%-15.7pp | 77.1%-27.1pp | 67.7%-17.7pp |
| Annual return | 17.64% | 18.09%-0.4pp | 27.11%-9.5pp | 35.65%-18.0pp |
| Employer contribution / active EE | $683 | $2,281-70.1% | $3,950-82.7% | $2,756-75.2% |
| Participant deferral / active EE | $1,393 | $4,408-68.4% | $6,278-77.8% | $4,299-67.6% |
| Admin fee / account holder | $7 | $7,168-99.9% | $10,419-99.9% | $6,940-99.9% |