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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 | $7,258 | $51,708-86.0% | $106,619-93.2% | $62,881-88.5% |
| Participation rate | 50.0% | 66.9%-16.9pp | 78.0%-28.0pp | 69.3%-19.3pp |
| Annual return | 11.65% | 4.69%+7.0pp | 9.42%+2.2pp | 20.14%-8.5pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $341 | $2,315-85.3% | $3,930-91.3% | $3,203-89.3% |
| Admin fee / account holder | $12 | $3,349-99.6% | $6,418-99.8% | $4,296-99.7% |