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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 | $5,143 | $83,908-93.9% | $68,509-92.5% | $125,389-95.9% |
| Participation rate | 42.9% | 78.2%-35.3pp | 74.7%-31.9pp | 83.2%-40.3pp |
| Annual return | 0.65% | 14.48%-13.8pp | 8.27%-7.6pp | 282.24%-281.6pp |
| Employer contribution / active EE | $439 | $3,031-85.5% | $2,278-80.7% | $4,866-91.0% |
| Participant deferral / active EE | $898 | $4,125-78.2% | $3,382-73.4% | $5,352-83.2% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |