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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 | $8,353 | $81,476-89.7% | $102,383-91.8% | $80,925-89.7% |
| Participation rate | 3.6% | 66.8%-63.3pp | 74.5%-70.9pp | 67.7%-64.1pp |
| Annual return | 14.58% | 25.59%-11.0pp | 24.94%-10.4pp | 35.65%-21.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $141 | $3,871-96.3% | $5,060-97.2% | $4,299-96.7% |
| Admin fee / account holder | $27 | $6,717-99.6% | $8,391-99.7% | $6,940-99.6% |