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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 | $7,625 | $58,099-86.9% | $76,872-90.1% | $75,173-89.9% |
| Participation rate | 23.3% | 63.9%-40.6pp | 69.6%-46.3pp | 67.2%-43.9pp |
| Annual return | 0.00% | 26.71%-26.7pp | 37.90%-37.9pp | 160.72%-160.7pp |
| Employer contribution / active EE | $716 | $1,996-64.1% | $2,533-71.8% | $2,671-73.2% |
| Participant deferral / active EE | $935 | $2,999-68.8% | $3,832-75.6% | $4,126-77.3% |
| Admin fee / account holder | $0 | $4,778-100.0% | $5,476-100.0% | $5,651-100.0% |