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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 | $7,731 | $76,834-89.9% | $108,359-92.9% | $87,485-91.2% |
| Participation rate | 1.6% | 61.7%-60.1pp | 70.1%-68.5pp | 68.9%-67.3pp |
| Annual return | 14.65% | 19.09%-4.4pp | 36.89%-22.2pp | 26.06%-11.4pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $44 | $3,100-98.6% | $4,137-98.9% | $4,274-99.0% |
| Admin fee / account holder | $0 | $6,537-100.0% | $9,741-100.0% | $7,775-100.0% |