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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 | $8,145 | $77,920-89.5% | $149,723-94.6% | $75,177-89.2% |
| Participation rate | 67.6% | 65.6%+2.1pp | 78.8%-11.1pp | 67.2%+0.4pp |
| Annual return | 14.53% | 31.72%-17.2pp | 134.50%-120.0pp | 160.75%-146.2pp |
| Employer contribution / active EE | $832 | $3,138-73.5% | $4,821-82.7% | $2,671-68.9% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $68 | $5,951-98.9% | $13,215-99.5% | $5,651-98.8% |