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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 | $9,134 | $67,411-86.4% | $91,004-90.0% | $70,126-87.0% |
| Participation rate | 34.4% | 71.4%-37.0pp | 75.6%-41.2pp | 69.5%-35.2pp |
| Annual return | 17.15% | -40.16%+57.3pp | 4.60%+12.5pp | 73.15%-56.0pp |
| Employer contribution / active EE | $580 | $1,786-67.5% | $2,456-76.4% | $2,343-75.2% |
| Participant deferral / active EE | $764 | $2,823-72.9% | $3,548-78.5% | $3,332-77.1% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |