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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 | $9,515 | $101,063-90.6% | $81,473-88.3% | $147,586-93.6% |
| Participation rate | 28.6% | 74.5%-45.9pp | 68.0%-39.4pp | 82.8%-54.3pp |
| Annual return | 8.89% | 32.41%-23.5pp | 38.78%-29.9pp | 578.59%-569.7pp |
| Employer contribution / active EE | $245 | $3,206-92.3% | $2,568-90.4% | $4,876-95.0% |
| Participant deferral / active EE | $465 | $4,242-89.0% | $3,537-86.8% | $5,439-91.4% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |