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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 | $8,262 | $49,239-83.2% | $70,462-88.3% | $79,858-89.7% |
| Participation rate | 47.7% | 69.2%-21.4pp | 75.1%-27.3pp | 69.6%-21.9pp |
| Annual return | 51.01% | 30.08%+20.9pp | 109.08%-58.1pp | 31.72%+19.3pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $209 | $2,769-92.4% | $3,710-94.4% | $3,740-94.4% |
| Admin fee / account holder | $132 | $2,876-95.4% | $3,845-96.6% | $5,306-97.5% |