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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 | $4,401 | $62,586-93.0% | $76,766-94.3% | $64,181-93.1% |
| Participation rate | 36.6% | 72.8%-36.2pp | 77.0%-40.4pp | 69.6%-33.0pp |
| Annual return | 9.45% | -1.95%+11.4pp | 2.43%+7.0pp | 7.63%+1.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $469 | $3,145-85.1% | $3,851-87.8% | $3,470-86.5% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,887-100.0% |