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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 | $7,483 | $107,666-93.0% | $102,184-92.7% | $154,746-95.2% |
| Participation rate | 11.1% | 83.7%-72.6pp | 82.6%-71.5pp | 80.7%-69.6pp |
| Annual return | 16.21% | 29.33%-13.1pp | 31.58%-15.4pp | 172.34%-156.1pp |
| Employer contribution / active EE | $64 | $3,846-98.3% | $3,594-98.2% | $4,379-98.5% |
| Participant deferral / active EE | $374 | $8,719-95.7% | $8,309-95.5% | $6,730-94.4% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |