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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 | $15,748 | $48,050-67.2% | $85,969-81.7% | $59,633-73.6% |
| Participation rate | 27.6% | 64.5%-36.8pp | 76.5%-48.9pp | 68.7%-41.0pp |
| Annual return | -0.52% | 0.29%-0.8pp | 9.32%-9.8pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $0 | $1,640-100.0% | $3,474-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $456 | $2,249-79.7% | $3,829-88.1% | $3,192-85.7% |
| Admin fee / account holder | $0 | $3,206-100.0% | $6,053-100.0% | $4,297-100.0% |