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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 | $11,371 | $64,097-82.3% | $86,279-86.8% | $64,097-82.3% |
| Participation rate | 6.1% | 55.2%-49.1pp | 78.7%-72.6pp | 55.2%-49.1pp |
| Annual return | 15.48% | 34.64%-19.2pp | 30.40%-14.9pp | 34.64%-19.2pp |
| Employer contribution / active EE | $0 | $1,891-100.0% | $4,663-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $128 | $3,080-95.8% | $5,658-97.7% | $3,080-95.8% |
| Admin fee / account holder | $221 | $3,454-93.6% | $10,485-97.9% | $3,454-93.6% |