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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 | $11,372 | $83,908-86.4% | $68,509-83.4% | $125,388-90.9% |
| Participation rate | 46.7% | 78.2%-31.5pp | 74.7%-28.1pp | 83.2%-36.5pp |
| Annual return | 0.74% | 14.48%-13.7pp | 8.27%-7.5pp | 282.24%-281.5pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $504 | $4,125-87.8% | $3,382-85.1% | $5,352-90.6% |
| Admin fee / account holder | $98 | $8,982-98.9% | $5,275-98.1% | $9,541-99.0% |