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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 | $7,570 | $49,177-84.6% | $79,476-90.5% | $64,181-88.2% |
| Participation rate | 40.0% | 65.0%-25.0pp | 73.3%-33.3pp | 69.6%-29.6pp |
| Annual return | 5.88% | -1.16%+7.0pp | 718.21%-712.3pp | 7.63%-1.8pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $209 | $2,821-92.6% | $3,704-94.4% | $3,470-94.0% |
| Admin fee / account holder | $175 | $3,839-95.4% | $5,113-96.6% | $4,887-96.4% |