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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 | $8,821 | $47,944-81.6% | $67,834-87.0% | $62,881-86.0% |
| Participation rate | 32.5% | 61.1%-28.6pp | 68.8%-36.3pp | 69.3%-36.8pp |
| Annual return | 5.11% | 11.77%-6.7pp | 138.47%-133.4pp | 20.14%-15.0pp |
| Employer contribution / active EE | $408 | $1,562-73.9% | $2,403-83.0% | $2,281-82.1% |
| Participant deferral / active EE | $630 | $2,247-71.9% | $3,160-80.1% | $3,203-80.3% |
| Admin fee / account holder | $0 | $3,712-100.0% | $4,622-100.0% | $4,296-100.0% |