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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 | $8,679 | $49,791-82.6% | $78,210-88.9% | $70,126-87.6% |
| Participation rate | 69.7% | 62.3%+7.4pp | 68.7%+1.0pp | 69.5%+0.2pp |
| Annual return | 0.00% | 20.75%-20.7pp | 40.90%-40.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $1,430-100.0% | $2,034-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $264 | $2,150-87.7% | $2,823-90.6% | $3,332-92.1% |
| Admin fee / account holder | $0 | $3,181-100.0% | $3,758-100.0% | $4,645-100.0% |