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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 | $8,105 | $106,588-92.4% | $94,215-91.4% | $155,188-94.8% |
| Participation rate | 50.0% | 74.3%-24.3pp | 70.0%-20.0pp | 80.8%-30.8pp |
| Annual return | 8.90% | 29.39%-20.5pp | 28.22%-19.3pp | 148.84%-139.9pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $298 | $4,802-93.8% | $4,276-93.0% | $6,531-95.4% |
| Admin fee / account holder | $16 | $12,281-99.9% | $10,216-99.8% | $14,480-99.9% |