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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 | $9,718 | $72,177-86.5% | $115,037-91.6% | $59,633-83.7% |
| Participation rate | 57.1% | 72.6%-15.4pp | 81.4%-24.2pp | 68.7%-11.5pp |
| Annual return | -0.83% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.40%-2042.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $109 | $4,783-97.7% | $6,026-98.2% | $3,192-96.6% |
| Admin fee / account holder | $130 | $4,927-97.4% | $8,175-98.4% | $4,297-97.0% |