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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 | $7,979 | $45,109-82.3% | $85,187-90.6% | $77,736-89.7% |
| Participation rate | 10.6% | 48.7%-38.1pp | 67.5%-56.9pp | 70.6%-60.0pp |
| Annual return | 15.12% | 79.55%-64.4pp | 66.67%-51.5pp | 31.26%-16.1pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,732-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $106 | $2,814-96.2% | $4,525-97.7% | $4,651-97.7% |
| Admin fee / account holder | $55 | $915-94.0% | $6,162-99.1% | $433-87.3% |