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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 | $1,327 | $87,059-98.5% | $105,608-98.7% | $80,925-98.4% |
| Participation rate | 17.6% | 70.4%-52.8pp | 75.3%-57.6pp | 67.7%-50.0pp |
| Annual return | 12.30% | 17.05%-4.7pp | 116.50%-104.2pp | 35.65%-23.3pp |
| Employer contribution / active EE | $797 | $2,396-66.7% | $3,167-74.8% | $2,756-71.1% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,443-100.0% | $11,028-100.0% | $6,940-100.0% |