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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 | $7,552 | $57,065-86.8% | $75,670-90.0% | $70,131-89.2% |
| Participation rate | 64.1% | 68.1%-4.0pp | 72.3%-8.2pp | 69.5%-5.4pp |
| Annual return | 48.54% | 23.57%+25.0pp | 27.34%+21.2pp | 73.14%-24.6pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $737 | $2,580-71.4% | $3,142-76.5% | $3,332-77.9% |
| Admin fee / account holder | $59 | $3,825-98.4% | $5,800-99.0% | $4,645-98.7% |