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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 | $7,737 | $60,442-87.2% | $96,754-92.0% | $87,485-91.2% |
| Participation rate | 46.3% | 58.7%-12.4pp | 70.3%-23.9pp | 68.9%-22.6pp |
| Annual return | 22.47% | 21.97%+0.5pp | 82.04%-59.6pp | 26.06%-3.6pp |
| Employer contribution / active EE | $2,101 | $1,691+24.3% | $2,679-21.6% | $2,596-19.1% |
| Participant deferral / active EE | $0 | $3,280-100.0% | $4,758-100.0% | $4,274-100.0% |
| Admin fee / account holder | $189 | $5,069-96.3% | $8,905-97.9% | $7,775-97.6% |