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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 | $9,223 | $88,583-89.6% | $88,497-89.6% | $273,972-96.6% |
| Participation rate | 38.9% | 83.5%-44.6pp | 82.4%-43.5pp | 83.0%-44.1pp |
| Annual return | 8.99% | 5.68%+3.3pp | 7.63%+1.4pp | 41.46%-32.5pp |
| Employer contribution / active EE | $0 | $4,502-100.0% | $4,036-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $31 | $4,891-99.4% | $4,899-99.4% | $5,287-99.4% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,133-100.0% |