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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 | $6,239 | $81,504-92.3% | $102,437-93.9% | $80,959-92.3% |
| Participation rate | 3.0% | 66.9%-63.8pp | 74.5%-71.5pp | 67.7%-64.6pp |
| Annual return | 16.49% | 25.60%-9.1pp | 24.95%-8.5pp | 35.67%-19.2pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $93 | $3,871-97.6% | $5,060-98.2% | $4,300-97.8% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |