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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 | $7,152 | $69,977-89.8% | $108,582-93.4% | $62,881-88.6% |
| Participation rate | 31.7% | 72.9%-41.2pp | 79.6%-47.9pp | 69.3%-37.6pp |
| Annual return | 19.87% | 10.73%+9.1pp | -51.70%+71.6pp | 20.14%-0.3pp |
| Employer contribution / active EE | $511 | $2,135-76.1% | $3,758-86.4% | $2,281-77.6% |
| Participant deferral / active EE | $787 | $3,165-75.1% | $4,311-81.8% | $3,203-75.4% |
| Admin fee / account holder | $8 | $5,076-99.8% | $7,645-99.9% | $4,296-99.8% |