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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 | $9,261 | $60,349-84.7% | $74,184-87.5% | $62,881-85.3% |
| Participation rate | 45.8% | 72.7%-26.9pp | 76.6%-30.8pp | 69.3%-23.5pp |
| Annual return | 8.09% | 21.38%-13.3pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $174 | $2,856-93.9% | $3,550-95.1% | $3,203-94.6% |
| Admin fee / account holder | $10 | $4,261-99.8% | $5,586-99.8% | $4,296-99.8% |