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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 | $7,699 | $52,467-85.3% | $57,196-86.5% | $55,167-86.0% |
| Participation rate | 8.9% | 75.8%-66.9pp | 75.3%-66.4pp | 69.0%-60.0pp |
| Annual return | 17.24% | 7.72%+9.5pp | 14.59%+2.6pp | 169.23%-152.0pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $402 | $2,830-85.8% | $3,096-87.0% | $3,054-86.8% |
| Admin fee / account holder | $83 | $269-69.0% | $3,141-97.3% | $504-83.5% |