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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 | $8,993 | $81,487-89.0% | $102,412-91.2% | $80,935-88.9% |
| Participation rate | 1.8% | 66.8%-65.1pp | 74.5%-72.7pp | 67.7%-65.9pp |
| Annual return | 16.81% | 25.60%-8.8pp | 24.94%-8.1pp | 35.66%-18.8pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $44 | $3,871-98.9% | $5,060-99.1% | $4,299-99.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,388-100.0% | $6,924-100.0% |