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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 | $5,927 | $69,541-91.5% | $59,899-90.1% | $135,380-95.6% |
| Participation rate | 68.2% | 77.8%-9.6pp | 74.7%-6.5pp | 82.6%-14.5pp |
| Annual return | 7.16% | 7.95%-0.8pp | 3.46%+3.7pp | 519.81%-512.6pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $563 | $4,206-86.6% | $3,402-83.5% | $5,609-90.0% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |