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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 | $7,205 | $106,524-93.2% | $152,301-95.3% | $87,485-91.8% |
| Participation rate | 3.7% | 75.8%-72.0pp | 82.4%-78.7pp | 68.9%-65.2pp |
| Annual return | 18.25% | 26.89%-8.6pp | 80.50%-62.3pp | 26.06%-7.8pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $71 | $6,525-98.9% | $8,004-99.1% | $4,274-98.3% |
| Admin fee / account holder | $0 | $8,287-100.0% | $14,398-100.0% | $7,775-100.0% |