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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 | $7,709 | $38,969-80.2% | $109,313-92.9% | $55,167-86.0% |
| Participation rate | 10.4% | 58.2%-47.9pp | 71.3%-60.9pp | 69.0%-58.6pp |
| Annual return | 10.01% | 8.26%+1.8pp | 22.07%-12.1pp | 169.23%-159.2pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | $3,892-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $316 | $2,176-85.5% | $3,166-90.0% | $3,054-89.7% |
| Admin fee / account holder | $7 | $501-98.6% | $5,666-99.9% | $504-98.6% |