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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 | $8,358 | $64,359-87.0% | $90,161-90.7% | $70,126-88.1% |
| Participation rate | 27.5% | 70.4%-42.9pp | 76.9%-49.4pp | 69.5%-42.0pp |
| Annual return | 92.75% | 28.13%+64.6pp | 34.89%+57.9pp | 73.15%+19.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,512 | $4,389-65.6% | $5,287-71.4% | $3,332-54.6% |
| Admin fee / account holder | $157 | $3,945-96.0% | $5,943-97.4% | $4,645-96.6% |