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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 | $6,657 | $52,911-87.4% | $73,309-90.9% | $59,633-88.8% |
| Participation rate | 41.9% | 68.2%-26.4pp | 74.9%-33.1pp | 68.7%-26.8pp |
| Annual return | 0.90% | 12.20%-11.3pp | 5.67%-4.8pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $613 | $1,909-67.9% | $3,237-81.1% | $2,203-72.2% |
| Participant deferral / active EE | $0 | $4,069-100.0% | $4,991-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,835-100.0% | $5,635-100.0% | $4,297-100.0% |