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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 | $15,148 | $71,230-78.7% | $93,727-83.8% | $80,959-81.3% |
| Participation rate | 9.5% | 60.4%-50.9pp | 68.7%-59.2pp | 67.7%-58.1pp |
| Annual return | 11.40% | 11.26%+0.1pp | 133.83%-122.4pp | 35.67%-24.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $124 | $4,037-96.9% | $4,417-97.2% | $4,300-97.1% |
| Admin fee / account holder | $20 | $6,961-99.7% | $8,292-99.8% | $6,925-99.7% |