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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 | $4,569 | $56,054-91.8% | $171,082-97.3% | $62,881-92.7% |
| Participation rate | 6.7% | 62.9%-56.2pp | 76.7%-70.0pp | 69.3%-62.6pp |
| Annual return | 12.24% | 22.52%-10.3pp | 32.56%-20.3pp | 20.14%-7.9pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $68 | $3,158-97.9% | $4,797-98.6% | $3,203-97.9% |
| Admin fee / account holder | $0 | $3,647-100.0% | $8,520-100.0% | $4,296-100.0% |