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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 | $9,716 | $47,848-79.7% | $81,473-88.1% | $70,126-86.1% |
| Participation rate | 5.6% | 58.3%-52.7pp | 68.0%-62.4pp | 69.5%-64.0pp |
| Annual return | 19.33% | 27.25%-7.9pp | 38.78%-19.5pp | 73.15%-53.8pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $96 | $2,453-96.1% | $3,537-97.3% | $3,332-97.1% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |