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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 | $7,157 | $57,828-87.6% | $117,039-93.9% | $70,124-89.8% |
| Participation rate | 38.2% | 67.1%-28.9pp | 77.2%-39.0pp | 69.5%-31.4pp |
| Annual return | 19.30% | 17.55%+1.8pp | 18.95%+0.4pp | 73.14%-53.8pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $966 | $2,438-60.4% | $3,929-75.4% | $3,332-71.0% |
| Admin fee / account holder | $38 | $3,548-98.9% | $5,974-99.4% | $4,645-99.2% |