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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 | $1,846 | $32,037-94.2% | $69,182-97.3% | $62,881-97.1% |
| Participation rate | 7.1% | 43.4%-36.3pp | 55.1%-48.0pp | 69.3%-62.2pp |
| Annual return | 17.08% | 15.16%+1.9pp | -21.93%+39.0pp | 20.14%-3.1pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $109 | $1,185-90.8% | $1,897-94.2% | $3,203-96.6% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |