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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 | $8,799 | $46,464-81.1% | $150,298-94.1% | $79,634-89.0% |
| Participation rate | 1.7% | 57.0%-55.3pp | 77.8%-76.1pp | 62.5%-60.8pp |
| Annual return | 22.45% | 27.89%-5.4pp | 62.79%-40.3pp | 36.46%-14.0pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $96 | $2,157-95.5% | $5,453-98.2% | $3,835-97.5% |
| Admin fee / account holder | $94 | $891-89.4% | $14,116-99.3% | $1,002-90.6% |