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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 | $8,260 | $138,393-94.0% | $184,256-95.5% | $80,959-89.8% |
| Participation rate | 68.6% | 83.9%-15.3pp | 86.8%-18.3pp | 67.7%+0.9pp |
| Annual return | 12.38% | 20.01%-7.6pp | 28.85%-16.5pp | 35.67%-23.3pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $517 | $7,076-92.7% | $9,133-94.3% | $4,300-88.0% |
| Admin fee / account holder | $288 | $10,489-97.3% | $13,899-97.9% | $6,925-95.8% |