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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 | $6,107 | $96,956-93.7% | $69,779-91.2% | $273,972-97.8% |
| Participation rate | 38.5% | 77.1%-38.6pp | 71.8%-33.4pp | 83.0%-44.6pp |
| Annual return | 7.81% | 12.93%-5.1pp | 12.99%-5.2pp | 41.46%-33.6pp |
| Employer contribution / active EE | $235 | $3,316-92.9% | $2,338-90.0% | $4,869-95.2% |
| Participant deferral / active EE | $321 | $3,744-91.4% | $2,931-89.0% | $5,287-93.9% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |