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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 | $6,355 | $54,541-88.3% | $78,778-91.9% | $70,126-90.9% |
| Participation rate | 13.9% | 60.8%-46.9pp | 69.2%-55.3pp | 69.5%-55.6pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $240 | $1,089-78.0% | $1,986-87.9% | $2,343-89.8% |
| Participant deferral / active EE | $721 | $2,210-67.4% | $2,958-75.6% | $3,332-78.4% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |