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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 | $5,608 | $69,977-92.0% | $108,582-94.8% | $62,881-91.1% |
| Participation rate | 13.2% | 72.9%-59.7pp | 79.6%-66.4pp | 69.3%-56.1pp |
| Annual return | 11.64% | 10.73%+0.9pp | -51.70%+63.3pp | 20.14%-8.5pp |
| Employer contribution / active EE | $597 | $2,135-72.0% | $3,758-84.1% | $2,281-73.8% |
| Participant deferral / active EE | $757 | $3,165-76.1% | $4,311-82.4% | $3,203-76.4% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |