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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 | $8,071 | $47,944-83.2% | $67,834-88.1% | $62,881-87.2% |
| Participation rate | 44.4% | 61.1%-16.6pp | 68.8%-24.4pp | 69.3%-24.9pp |
| Annual return | 6.44% | 11.77%-5.3pp | 138.47%-132.0pp | 20.14%-13.7pp |
| Employer contribution / active EE | $546 | $1,562-65.0% | $2,403-77.3% | $2,281-76.1% |
| Participant deferral / active EE | $605 | $2,247-73.0% | $3,160-80.8% | $3,203-81.1% |
| Admin fee / account holder | $0 | $3,712-100.0% | $4,622-100.0% | $4,296-100.0% |