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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 | $9,317 | $54,541-82.9% | $78,778-88.2% | $70,126-86.7% |
| Participation rate | 9.8% | 60.8%-51.0pp | 69.2%-59.4pp | 69.5%-59.8pp |
| Annual return | 14.40% | 21.07%-6.7pp | 35.62%-21.2pp | 73.15%-58.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $27 | $2,210-98.8% | $2,958-99.1% | $3,332-99.2% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |